The Director of Data Analytics leads data strategies for wealth management, enhancing reporting, data governance, integration, and self-service analytics to drive data-driven decision-making and performance.

Prepare mechanical, artist, producer, and net profit royalty accountings for independent labels; summarize agreements and apply provisions; analyze sales data; set up product metadata, royalty rates, and mechanical licenses in royalty software; confirm publishing splits and obtain mechanical licenses; perform other assigned projects.

The Data Scientist will analyze financial datasets, develop predictive models, and collaborate with stakeholders to enhance data-driven decision-making in wealth management.

Lead operational risk activities including RCSAs, IT and third‑party risk assessments, KRI/loss monitoring, BC/DR oversight, GRC tool administration, and executive reporting to strengthen controls and drive issue remediation.

The role involves managing commercial contracts, collaborating with stakeholders, improving procurement processes, and ensuring regulatory compliance, focusing on technology and data-driven agreements.

Provide day-to-day support, configuration, testing, reporting, and documentation for Workday Financials. Assist finance stakeholders, participate in releases, run financial reports, support close processes, and partner on enhancements and integrations.

The Associate will support M&A activities, conducting financial analysis, due diligence, and deal structuring, while coordinating across teams for successful execution of deals.

The Associate Wealth Advisor role involves supporting Wealth Advisors in financial planning, relationship management, and implementing investment strategies for clients.

The Account Manager, Sports is responsible for managing client relations, finances, and coordinating team efforts to provide comprehensive financial services for clients in the sports industry.

The Wealth Planner will conduct client interviews, analyze financial data, recommend plans, and monitor outcomes for client financial goals. This role emphasizes communication and collaboration to deliver exceptional results.

The Advanced Planning Specialist manages project workflows, supports operational efficiencies, collaborates with teams, and oversees knowledge systems in the financial planning environment.