Jobs at Nicola Wealth

The Director, Corporate Accounting & Controller oversees corporate accounting activities, ensuring compliance and accuracy in financial reporting while leading a team of 14. Responsibilities include financial statement preparation, cash flow forecasting, and collaboration with auditors and tax advisors.

Support the investment monitoring for the Nicola Global Infrastructure Fund, analyzing financial performance and preparing portfolio reports while managing data and stakeholder reporting.

The Associate will monitor investment performance, analyze financial data, prepare reports, and maintain investment data for the Private Capital Middle Office team.

The Director, UHNW Segment will define, build, and execute the Ultra High Net Worth strategy while ensuring operational excellence and cross-functional collaboration.

The Compliance Manager ensures compliance with regulatory requirements, supports compliance programs, monitors legislative changes, conducts compliance training, and enhances operational efficiency within the organization.

The Senior Manager, Compliance Operations oversees compliance operations and the privacy program, ensuring adherence to regulations while enhancing operational efficiency and risk management practices.

Support Wealth Advisors by managing client requests, scheduling and preparing meeting materials, preparing portfolio reviews, rebalancing and asset allocation analysis, performing insurance needs analysis, and delivering personalized end-to-end client service while collaborating across internal teams and pursuing ongoing professional development.

Provide administrative support to the Wealth Advisors and Wealth Planning Associates by managing tasks, coordinating client meetings, and ensuring high-quality service delivery. Assist with various corporate projects and maintain client records.

As an Insurance Advisor, you'll grow sales, build relationships with physicians, provide insurance solutions, and be mentored by experienced leaders.

The Wealth Planning Associate supports Wealth Advisors with financial planning, client management, and preparation of investment portfolios while ensuring exceptional client service in a dynamic environment.

The SimCorp Dimension Platform & Integration Administrator oversees the stability and administration of the SimCorp Dimension platform, managing integrations, monitoring performance, and supporting upgrades to ensure operational continuity and governance.

The Manager is responsible for advancing Total Rewards initiatives, managing compensation, benefits, and processes while leading the People Operations team to ensure effective implementation and data integrity.

The Wealth Advisor provides comprehensive wealth planning and investment management, builds client relationships, and delivers exceptional service and advice on various financial planning topics.

The Wealth Advisor provides comprehensive wealth planning, manages client relationships, and delivers investment management solutions tailored to client needs.

As a Wealth Advisor, you'll provide comprehensive wealth and investment planning, manage client relationships, and ensure client satisfaction through tailored financial solutions.

The Principal Talent Acquisition Advisor will lead recruitment strategies for wealth management talent, collaborating with leadership to enhance hiring practices and attract top candidates in a consultative manner.