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The Associate will conduct credit analysis, manage relationships, and present credit recommendations while monitoring existing client portfolios for risks.

The Business Analyst will support the Wealth Management platform by defining user journeys, managing data flows, and collaborating with stakeholders to drive enhancements in client services and onboarding processes.

In this role, you will manage operations, support leadership in strategy implementation, oversee vendor relationships, and ensure financial health for the organization.

The Group Director oversees client service models and business management for Financial Advisors, enhancing client relationships and optimizing team efficiency. They prepare client reports, manage team communications, and assist in hiring and training support staff while ensuring alignment on business goals.

Lead the EUCS engineering squad as a hands-on technical and people leader to design, implement, and support enterprise SaaS integrations (Box, Google Workspace, Qualtrics, Microsoft 365). Own cloud tooling, onboarding and lifecycle automation, CI/CD/DevOps, incident escalation, vendor coordination, and compliance/security standards while executing the platform roadmap and mentoring the team.

Manage the Firm's liquidity resources, investment policy and funding execution for North America. Develop analytics, monitor intra-day liquidity, execute repo and FX transactions, engage stakeholders and regulators, and lead deliverables to optimize liquidity and mitigate risks.

Conduct primary and secondary equity research including industry diligence, channel checks, earnings and management calls. Build and update detailed financial operating and valuation models (DCF, comparables, precedent transactions, LBO, merger modeling). Identify catalysts and investment theses, write concise research reports, and support client engagement with buy-side firms. Coordinate with analysts, sales, trading, and compliance to ensure research integrity.

Serve as Chief of Staff to Senior Private Wealth Advisors, managing stakeholder communications, calendar and travel logistics, expense processing, meeting preparation, and leading client events and digital marketing. Drive operational excellence, project management, and high-touch client service while supporting principals and coordinating internal partners.

Support identification, assessment, monitoring, and mitigation of risk across Private Wealth Management. Partner with business and control partners, evaluate processes, monitor risk indicators, lead audit activities, support remediation tracking, and improve controls and automation.

Responsible for the health and stability of production applications, leading incident management, operational controls, and team development within WM Technology.