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The Client Associate/Senior Client Associate supports a Wealth Advisor team by managing private equity operations, client documentation, and communication, with a focus on international client coordination and account maintenance.

Assist in fundraising processes, manage capital activities, update marketing materials, analyze data, and coordinate communications for PIPCO platform.

The Client Associate will manage high-net-worth client relations, support onboarding, account management, and act as a backup equity trader, ensuring accurate service and execution of trades and client requests.

Partner with operations, product, and technology teams to analyze and redesign alternative investment workflows, define requirements, enable automation (e.g., Appian), manage end-to-end delivery (UAT, cutover, hypercare), and track KPIs to improve operational efficiency and controls.

The role involves liaising with investment stakeholders, managing product lifecycles, and improving investment technology solutions through data-driven insights and agile practices.

The Consultant Database Analyst supports marketing efforts by managing and analyzing data related to investment strategies, ensuring accuracy and contributing to process improvements in collaboration with internal teams.

The Wealth Planning Director will lead wealth planning analyses, foster client relationships, support advisor teams, and conduct training sessions on eMoney software.

Develop and execute marketing strategies for equity investment products, collaborating with teams to create content and track campaign effectiveness.

Design, build, and operate scalable .NET/C# applications and integrations for Private Wealth. Own end-to-end delivery, write well-tested code, optimize data and queries, troubleshoot production issues, mentor junior developers, and drive platform modernization and CI/CD improvements.

The Performance Specialist will manage performance calculations and analysis for Private Equity funds, ensuring accuracy and alignment with standards, collaborating with investment and finance teams for reporting.