Manage client relationships and coordinate financial plans, tax compliance, and investment processes for high-net-worth individuals in Canada and the US.

The Compliance Manager will oversee the assurance audit program, deliver training on compliance standards, maintain risk registers, and prepare reports for stakeholders to ensure adherence to regulatory requirements and continuous improvement in operations.

The Private Client Group Internship involves assisting with investment plans, client meetings, and coordination with senior advisors, providing valuable experience in wealth management.

The Senior Music Royalty Analyst conducts royalty compliance examinations, reviews contracts, analyzes data for underpayments, and prepares reports for clients in the music industry.

The Music Royalty Analyst assists in music royalty audits, reviews contracts, analyzes data, and conducts research for entertainment clients.

The Royalty Analyst manages royalty data, conducts compliance examinations, and performs financial analysis for entertainment clients, ensuring accurate reporting and client satisfaction.

The HR Manager will oversee employee lifecycle processes, ensure compliance with UK laws, support talent acquisition, and enhance workplace culture.

The intern will assist senior investment team members in researching investment ideas, conducting financial analyses, and drafting investment reports, contributing to the Core Equity team's portfolio decisions.

The Manager of Workplace Services is responsible for managing facilities, vendor relationships, compliance with safety regulations, and enhancing the workplace environment, while overseeing budgets and emergency preparedness.

The Senior Project Manager will drive technology program execution in the IT PMO, managing teams, aligning goals, and ensuring transparency and performance across programs.

This Project Manager role involves leading IT programs, ensuring alignment with business goals, managing resources, and communication with stakeholders to drive project success.

Support business management with royalty-related tasks, assist account managers, review and compile royalty statements, and register music with collection sources.

This role involves supporting a Wealth Advisor by engaging in financial planning, client management, presenting financial plans, and collaborating with team members.

The Manager, Advisory Leadership Team will develop Associate Wealth Advisors, ensuring they meet business objectives while driving efficiencies and best practices within the advisory team.

Manage investment operations and reporting for portfolios, liaise with stakeholders, oversee capital movements, and prepare financial reports.

The Associate Wealth Advisor will support client relationships, create financial plans, manage client information, and collaborate with teams on investment strategies.

The Senior Business Analyst, Wealth Technology leads operational processes, collaborates with stakeholders, delivers project artifacts, and supports small-scale projects in financial services.

The Analyst, Wealth Technology supports data preparation and migration projects, working with stakeholders to facilitate data mapping and improve processes.

The Institutional Consulting Analyst supports investment research, portfolio management, compliance, and client communication, contributing to the Institutional team.

The Business Analyst will drive operational efficiency in wealth management, enhance strategies, and optimize workflows through data-driven insights and solutions.