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Fintech
Lead quantitative research for a systematic merger arbitrage strategy: develop and backtest signals, maintain the deal database and data quality, apply ML/AI techniques, support portfolio construction and risk decisions, and represent the strategy to institutional clients.
Fintech
Senior client-facing advisor responsible for growing, servicing, and retaining Insurance General Account clients across North America. Build strategic partnerships with insurers, collaborate with investment and distribution teams, develop territory/prospecting plans, support product and talent development, and mentor colleagues while meeting revenue and client growth targets.
Fintech
Provide high-level administrative and client service support to multiple financial advisors: prepare presentations and meeting materials, manage calendars and travel, handle client inquiries and correspondence, coordinate events and office logistics, maintain databases and expense oversight, and collaborate with internal partners to enhance client service and business development.
Fintech
Partner with Financial Advisors to provide portfolio analysis, account setup and maintenance, meeting preparation, client relationship support, and asset allocation recommendations. Participate in a structured development program covering investment, wealth planning, trusts & estates, and professional skills training. Assist in delivering world-class client service and support advisor business growth.
Fintech
The Wealth Advisor at Bernstein provides tailored financial advice to high-net-worth clients, fostering relationships and addressing complex wealth management challenges. They build a practice based on personal passion, emphasizing trust, emotional intelligence, and community engagement.
Fintech
This role supports senior leaders by providing strategic insights, managing projects, analyzing market trends, and facilitating acquisition opportunities while collaborating across the organization.
