BIO Coordinator

Job description

Job Description Summary Coordination of project processes and/or activities for the By Invitation Only client resource. Job Description: Under general direction, the (By Invitation Only) BIO Coordinator leverages extensive knowledge and skills acquired through education and professional experience to manage and support all aspects of the client VIP program, the By Invitation Only (BIO) program. The role requires deep familiarity with working with High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients to deliver an exceptional client and advisor experience. This position is highly collaborative and relationship-driven, requiring close partnership with Financial Advisors, internal teams, and Subject Matter Expert (SME) partners. The BIO Coordinator must demonstrate a high level of dependability, flexibility, and the ability to pivot quickly in a fast-paced, evolving environment while showing an elevate level of service. The role plans and organizes multiple simultaneous high-level and high-profile meetings and events. Work is varied and often complex, requiring sound judgment, originality, and the ability to independently resolve challenges. The BIO Coordinator may lead defined...