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.

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

The Technical Business Analyst will bridge technical and business aspects, collaborating with teams to improve portfolio management practices and providing documentation and training for system enhancements.

Lead initiatives for the Direct Indexing and Tax Managed Strategies platform, collaborating with various teams to enhance products and services. Manage project delivery from ideation to launch, ensuring solutions deliver business value and improve client experience.

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.

Assist financial advisors with client management tasks including calendar management, meeting preparation, client communication, and office logistics to enhance productivity and service excellence.

Manage relationships in ETF capital markets, ensure operational excellence, assist clients with trading execution, and monitor regulatory changes. Requires strong analytical skills and market awareness.

The role involves analyzing marketing performance, providing insights, developing KPIs, and communicating strategies to improve marketing efforts and advisor engagement.

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.