The Senior Paralegal provides comprehensive paralegal support for investment-related legal matters including drafting SEC filings, managing meetings, and handling agreements, while ensuring attention to detail and organizational excellence.

The Channel Marketing Manager RIA develops and executes integrated marketing strategies for RIA partners, driving engagement and aligning with business priorities.

Territory-based sales leader responsible for promoting and distributing mutual funds, ETFs, and interval funds. Develops business plans, engages clients via presentations and travel, works with wholesalers to pursue leads, maintains CRM activity, and reports regional sales performance while attending industry events.