Careers

Who We Are

Panoramic Capital Partners is a dynamic independent wealth management firm that delivers expert, customized strategies across the capital markets spectrum to elevate and safeguard the wealth of high- net-worth individuals and families. From the outset, our founders have been intentional to keep our team lean and focused with each member playing a crucial role in our growth. With Partners of the firm having been with an international wealth management firm for 32 years, Panoramic launched in May of 2024. With our workflow nearing capacity and our growth mode in full swing, you are afforded the rare opportunity to step into a pivotal position as employee number 5 on our exceptional, streamlined, high-functioning team. Your contributions will play a central role in our success as we grow together.

Every action we take has vision and clear purpose in mind, and this begins with our team. We have intentionally built a multigenerational company to serve each member of our clients’ families for years to come. Each member of our team brings distinct skills and experience to the table, and we harness our collective expertise to provide highly personalized, comprehensive financial advice and guidance.

When clients partner with our team, we help them prepare for prosperity now and for their future generations. We go beyond clients’ personal goals to empower families and businesses with practical financial insights so their legacy can live on in a highly meaningful, purposeful way. We are committed to an uncommon level of care, integrity, and diligence as we enhance and safeguard family wealth. As a fiduciary, we always act in our clients’ best interest, and we deliver what we promise when we promise, so they can focus on what gives them meaning and purpose.

Our clients are authentic, down-to-earth people who want to be good stewards of their family’s wealth. They’re successful and driven, and they’re looking to take what they have and use it in an impactful way. We become a lifelong trusted partner, helping to protect their success, proactively capitalize on opportunities, and prepare for generations of financial freedom.

Our team is characterized by an exceptional drive and an unwavering work ethic, consistently pushing the boundaries to achieve outstanding results. Despite our intense focus and dedication, we foster a fun- loving atmosphere where laughter and camaraderie thrive, creating a vibrant and supportive work environment. This unique blend of professionalism and genuine enjoyment of each other’s company fuels our collective success and makes every challenge an opportunity for both growth and shared joy.

Your Role

Sitting within our Client Service team, the Client Operations Associate is primarily accountable for
partnering with our Family Wealth Advisors to coordinate the effective and efficient execution of all workstreams and tasks that flow from all client interactions. You are empowered to ensure that we deliver the outcomes and experience that our clients have come to expect from our team with timeliness and excellence. You will also coordinate pre-meeting preparation, post-meeting action items and work to address client issues as they arise. This role is integral to the long-term success of our company. It is not a job, it is a career.

Here is a more detailed breakdown of responsibilities:

• Provide primary operational and secondary administrative support to Family Wealth Advisors in their daily practice needs and the company’s long-term strategic plan

• Assist in preparing Family Wealth Advisors for client meetings and work closely with them to ensure the timely and full resolution of all post-meeting workflows

• Anticipate and proactively resolve challenges on behalf of clients to assure client retention and support business growth. Getting-to-resolution on all client requests and deliverables is an important aspect of this role

• Address all client needs which can range from new client onboarding and money movement to complex estate and tax planning in which you will be intimately involved in the coordination, path forward, and resolution of related workflows

• Serve as the main point of contact for all operational and tactical service matters

• Ensure client data is maintained across all systems including at the custodian, the Panoramic Capital Partners client portal, and the Salesforce CRM complete with meticulous client notes and ongoing action items

• Provide support and respond to task requests from team members in a timely and accurate manner. Follow up to ensure completion

• Execute other projects and tasks as they arise. As a growing business, this role will have direct exposure to the full breadth of the wealth advisory spectrum with the opportunity to grow with the firm

Who You Are

• You are a high-energy individual with a positive attitude, engaging personality and an optimistic outlook on life

• You love client service and making a difference in the lives of our clients. We are honored by the trust that clients place in our firm, and you are motivated to maintain and enhance this trust in everything that you do

• You take ownership of every workflow you are involved with. You own your work. Once you engage with a project or task, you consider its entirety and how it interacts with other aspects of the client’s finances and impacts others on the team

• You are a natural problem solver who thinks through a problem from beginning to end before implementing solutions

• You are highly organized. You enjoy building processes, and you think holistically about the operating system of the business when building processes and thinking about how to increase order within the business

• You are extremely detail oriented and thrive ensuring that tasks are completed fully and correctly

• You thrive in a fast-paced, dynamic working environment. You are at your best when working on many concurrent activities and situations in a given day. You are fully comfortable managing multiple responsibilities and frequently-changing priorities

• You always maintain the highest level of professionalism and poise – especially during occasional periods of unusually high workflow. Money plays an important role in all of our lives – you respect this responsibility and are not only comfortable working with high-net-worth individuals, but you understand what makes them tick

• You are a team player who volunteers to jump-in, solve problems and get to ultimate solutions for our clients. Around here everyone sweeps the floors. We check our egos at the door, enthusiastically look for ways to share the lift and embrace the mindset that many hands make light work. Success is a team sport

• You are a proactive communicator who distills communication down to the actionable essentials that your colleagues need to do their job effectively. You understand that high-functioning teams rely heavily on the work of others, so you ensure that all client files are up to date with current notes

• You have experience handling confidential client information with complete discretion and the highest levels of integrity

• You have a bachelor’s degree or higher level of education. Relevant work experience will be considered

• You can demonstrate strong computer skills and knowledge of Microsoft Office. Experience with Salesforce is a plus

• You want to be part of a growing business where your work can have a meaningful impact not only on clients’ lives but on the systems and processes that enable the business to thrive

• You highly value the team culture that is developed by time shared together. This is an exclusively in-office role for the initial 6-month period. Thereafter, a hybrid arrangement can be considered with a baseline expectation of being in-office each Tuesday-Thursday at a minimum. We are an enthusiastic work from the office culture with a lot of flexibility. We sincerely enjoy each other’s company

Compensation

• The Client Operations Associate is a non-exempt, full-time role

• Compensation will be simple, incentivizing and competitive. It will be based on industry standards and work experience

• The Client Operations Associate role is eligible for a discretionary annual bonus

• Benefits include but are not limited to: highly competitive health care benefits (medical/dental/vision) – individuals’ coverage is paid 100%, retirement benefits including 401(k), paid time off (PTO), company-paid holidays, and other fringe benefits

• We’re a tight-knit, fun-loving crew that loves to mix things up with social activities outside the office. Think quarterly dinners, adventurous outings like boating or laser tag, and a bunch of other non-stuffy escapades intended to build culture, maintain high morale and blow off steam

The Hiring Process

Each role at our company is critical to ensuring we achieve our long-term vision of success. As a result, our hiring process is intentionally detailed, rigorous and multi-faceted. It is comprised of these aspects:

1. Screening Phone Interview: a 60-minute video call with two members of our team to provide an opportunity for us to get to know each other, hear your story, and help you determine if Panoramic is a good fit for you

2. In-depth Interviews: three 60-minute, in-person interviews where you will meet the rest of the team and go in-depth on your experience, skill-set, and career objectives

3. Reference Check: you will arrange personal reference calls with prior peers and/or managers of our choosing

4. Fit Assessments: you will complete fit assessments as the last step which is used as a confirmation of the interview process and what we have covered

5. We are committed to getting to a decision quickly and ensuring we keep you apprised of the process along the way. We are happy to make ourselves available to address any questions that may develop during the process

Panoramic Capital Partners is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

If you’re interested in applying, please email your application to Taylor Gentry at taylor.gentry@panoramiccp.com.