Sanctuary Wealth

• Help deliver a highly personalized, white-glove client service experience for ultra-high-net-worth individuals and families. • Coordinate day-to-day client servicing requests with professionalism, urgency, discretion, and attention to detail. • Support Senior Partner Advisor(s) through data gathering, reporting preparation, and ongoing client relationship management. • Take detailed meeting notes and coordinate follow-up action items across internal and external stakeholders. • Assist with onboarding new client relationships and ensure a seamless transition into the firm. • Coordinate account openings, account maintenance, retitling requests, beneficiary updates, and custodial paperwork. • Coordinate money movements, wire transfers, ACH requests, and other client-directed transactions with custodians and clients. • Assist clients and advisors with one-off requests, operational projects, and time-sensitive matters. • Prepare and maintain client balance sheets, net worth summaries, and financial reports. • Assist with cash flow analysis, liquidity tracking, and investment reporting support. • Coordinate investment tracking and payment monitoring. • Assist with private investment subscription documentation, tracking, and follow-up. • Create and maintain task workflows, CRM updates, and operational tracking systems. • Coordinate with custodians to ensure account feeds and investment data are accurately reflected within portfolio reporting systems. • Help ensure accurate reporting and organization of client investment information. • Create tax preparation checklists and assist with information gathering for clients and advisors. • Coordinate with outside client professionals including CPAs, attorneys, estate planning professionals, and other service providers. • Assist in carrying out estate planning implementation tasks and project management follow-through. • Participate in internal planning and strategy discussions for clients and prospects. • Support execution and follow-up surrounding complex client planning initiatives. • Support firmwide operational initiatives, procedures, and internal process improvements. • Assist with client invoicing and operational workflows. • Coordinate with firm vendors and external service providers. • Support marketing initiatives, communications, and operational projects as needed. • Assist with implementation and rollout of new technology platforms, dashboards, databases, and estate planning systems. • Contribute to maintaining organized operational infrastructure across the firm. • Assist with ad hoc team projects and administrative requests.

• Serve as a trusted advisor and strategic partner to ultra-high-net-worth individuals and families. • Deliver an exceptional white-glove client experience with a high degree of professionalism, responsiveness, and discretion. • Support and participate in client meetings, including financial planning presentations, investment reviews, and strategic planning discussions. • Coordinate and manage complex client requests, ad hoc projects, and ongoing relationship needs. • Develop deep knowledge of each client’s financial picture, goals, family dynamics, liquidity needs, and long-term objectives. • Collaborate with clients’ external advisors, including attorneys, CPAs, bankers, insurance professionals, and estate planning specialists. • Participate in prospect meetings and support business development efforts through preparation, analysis, and presentation materials. • Prepare and maintain client balance sheets, net worth analyses, asset allocation summaries, and portfolio transition plans. • Analyze cash flow needs, liquidity events, investment strategies, and planning opportunities. • Assist with portfolio reviews, investment analysis, and implementation recommendations. • Support tax-aware and estate-sensitive planning strategies in coordination with outside advisors. • Build financial scenarios and planning analyses to support client decision-making. • Coordinate investment account setup, money movement, subscription documentation, and custodial requests. • Monitor client portfolios and planning action items to ensure timely execution. • Assist in managing daily operations of the advisory team and contribute to process optimization initiatives. • Maintain accurate CRM workflows, task management systems, and client documentation. • Review operational workflows and identify opportunities to improve efficiency and scalability. • Support client reporting updates, billing coordination, custodial communications, and operational oversight. • Assist with compliance-related processes, approvals, and documentation requirements. • Participate in internal client strategy sessions and investment discussions. • Provide support across operational, administrative, and strategic firm initiatives as needed. • Contribute to the continuous improvement of firm processes, policies, and client experience initiatives. • Support marketing efforts, client communications, and presentation development. • Help strengthen internal infrastructure and operational best practices as the firm continues to scale. • Serve as a culture carrier who embodies professionalism, collaboration, accountability, and client-first service.

• Build, maintain, and implement comprehensive financial plans for high-income professionals and business owners. • Own planning workstreams and recommendations from start to finish. • Execute planning recommendations across tax, cash flow, retirement, estate, and business-owner planning considerations. • Participate in and eventually lead client meetings, serving as a trusted secondary contact. • Manage portfolio implementation aligned with client plans. • Take ownership of financial planning, CRM, and other systems to ensure smooth execution of workflows. • Maintain strong documentation and refine processes for consistency and efficiency. • Ensure clients feel supported and continuity is maintained during team transitions.