The Associate Marketing Manager will develop multi-channel strategies, coordinate events, manage budgets, and enhance client relationships for high-net-worth clients.

The Credit Portfolio Manager is responsible for managing a global credit portfolio, participating in investment discussions, providing market insights, and representing the firm in client engagements.

This role involves supporting organizational strategy through analysis, managing projects for leadership, and facilitating communication with stakeholders regarding strategic initiatives and opportunities for acquisition.

The Quant Portfolio Analyst will manage tax-aware portfolios, design tax-overlay strategies, analyze risk and performance, and conduct research.

As a Private Wealth Associate, you will support Financial Advisors by providing client service and administrative support, while building relationships with high-net-worth clients. You will participate in a comprehensive training program to develop skills in investment management and client service excellence.

The Advisor Enablement Strategist partners with Advisors to enhance practice management using technology tools, supports technology adoption, conducts training, and develops strategies to improve productivity and efficiency.

The Director of Insurance Planning analyzes client insurance needs, provides expertise in personal insurance for high-net-worth individuals, and collaborates with advisors to develop financial strategies.

The role involves developing and testing systematic fixed-income strategies, conducting research, managing client engagement, and addressing data science challenges in portfolio management.