Senior Associate / Vice President

Job Title

Senior Associate / Vice President

Company

Cynosure Wealth Advisors, a division of The Cynosure Group

Location

Salt Lake City (In-person)

Job Type

Full-time

About Cynosure

The Cynosure Group is a multi-strategy investment management and wealth advisory firm with offices in Salt Lake City, UT and New York City, NY. Founded in 2014, Cynosure currently has more than $9 billion of AUM (Regulated Assets Under Management as of Sept. 2025).

Position Overview

Cynosure Wealth Advisors is seeking a high-impact Senior Associate / Vice President to join our team serving the Ultra-High-Net-Worth (UHNW) segment. This is not a typical support role. It is a managerial-track position designed for a seasoned professional (4–8 years experience in a Big 4 / National Accounting Firm, Private Client Services preferred) who is ready to operate as the central execution engine for our Senior Wealth Advisors.

You will function as the "First-Line Integrator," synthesizing tax, trust, entity, liquidity, and investment dynamics into a unified client strategy. If you are looking to transition from a siloed role (tax / legal / compliance) into a broad, integrative wealth career, this role offers a direct pathway to the Wealth Advisor track.

Primary Responsibilities

Integrated Wealth Modeling & Design

Connect the dots : Connect tax strategy, trust mechanics, entity structures, and investment portfolios to create a single, comprehensive client view.

Build the deliverables : Draft sophisticated client outputs, including consolidated balance sheets across entities / trusts, estate diagrams, and integrated planning summaries.

Manage liquidity : Perform liquidity risk identification and modeling, including forecasting for private fund capital calls.

Multi-Stakeholder Project Ownership

Manage the ecosystem : Ensure clarity and accountability across external advisors (CPAs, estate attorneys, custodians) and private fund sponsors.

Track everything : Maintain precise tracking of action items and dependencies within our workflow systems (e.g., monday.com).

Operational Oversight & Quality Control

Lead the team : Act as a supervisor and multiplier for the Client Service Associate (CSA) team.

Enforce standards : Provide QA / QC over junior team workflows, enforcing documentation hygiene and audit readiness.

Investment Implementation

Support the portfolio : Manage the logistics of investment strategy implementation, including private fund commitments and distribution mapping.

Due diligence : Gather and reconcile account data, private investment documents, and capital account statements.

Qualifications

4–8 years of progressively responsible experience in UHNW-adjacent environments (Big 4 / National Firm Private Client Services preferred).

Strong document literacy regarding complex trust mechanics (ILITs, SLATs, GRATs, GST) and high-level tax reasoning (K-1 flows, entity returns).

Highly proficient in all Microsoft Office products; ability to learn new technology systems quickly.

Ability and desire to operate with an "Ownership Mindset"— anticipatory, take responsibility for outcomes, and know when to elevate risks.

Benefits

Medical with an option for a flexible spending or health savings account, dental and vision, life insurance, short-term and long-term disability, 401(k) with up to 5% of compensation match, and other voluntary benefits options. Benefits are effective on the first day of the month immediately following your start date. Cynosure pays 80% of health care and dental care premiums; 100% of basic life, LTD, and STD.

Seniority level

Mid-Senior level

Employment type

Full-time

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