Drive investment and derivative accounting processes, ensuring compliance with GAAP and regulatory standards while collaborating with teams to enhance operational efficiency and manage financial risks effectively.

Join us to provide leadership and technical expertise to a high-performing team, driving successful hardware/software solutions while ensuring adherence to best practices and optimizing processes for continual improvement.

Lead the recruiting and development cycle for Advisors, enhancing advisor engagement and practice growth through collaboration and strategic business planning in a team-oriented environment. Drive high participation in programs that boost practice success.

Elevate strategic communications for the Advice and Wealth Management segment, driving advisor engagement and growth through tailored plans, writing, and relationship-building with stakeholders across various organizational levels.

Analyze and support daily portfolio operations across trade readiness, rebalancing, and process improvements, ensuring accuracy and collaboration with Portfolio Managers and teams in a fast-paced environment.