This role involves maintaining the performance of global systems, managing infrastructure security, and supporting back-office applications in a financial setting.

Provide operational support to financial advisors, assist in sales opportunities, maintain client relationships, and manage data-related projects. License acquisition required.

Assist Portfolio Managers in executing investment decisions, manage account cash flows, ensure compliance, and improve operational processes.

The Associate Director, Project Manager leads and coordinates IT projects, manages stakeholder communications, oversees requirements gathering, and ensures timely delivery while aligning projects with business objectives.

The Digital Marketing Associate will support website marketing initiatives, manage web content, assist with digital campaigns, and analyze website performance.

The Associate Director provides support to financial advisors by managing relationships, developing new business, and resolving inquiries related to investment products.

The Director, Sales Enablement Platforms leads Salesforce administration, collaborates with multiple teams, and ensures CRM data quality while providing training and support.

The Senior Associate, Portfolio Compliance ensures compliance with client guidelines and regulatory requirements, manages compliance alerts, and collaborates with multiple teams for reporting and certification.