Drive data excellence by designing and implementing scalable models, governance strategies, and AI-powered solutions, ensuring the integrity and accessibility of data across the organization for impactful analytics and decision-making.

Optimize revenue operations by owning the monthly close process, ensuring compliance with ASC 606, and enhancing billing accuracy. Lead efficiency initiatives across multiple subsidiaries while collaborating with Finance, Fund Management, and Operations teams.

Accelerate the expansion of liquidity solutions across private markets, driving innovation and partnership development while collaborating with cross-functional teams to enhance advisor workflows and market access for investors.

Collaborate with teams to configure, integrate, and automate systems using advanced tools, enhancing operational efficiency and delivering solutions that meet dynamic business needs while driving innovation throughout the organization.

Partner with us to drive new business growth in the Eastern Region while supporting product development and engaging with clients across diverse investment offerings. Utilize your skills in client relations and industry knowledge to excel in this role.