Manage fund accounting processes, ensuring compliance with GAAP, performing NAV calculations, leading audits, and developing accounting policies.

The role involves developing go-to-market strategies, managing client relationships, and driving adoption of investment products while leveraging RIA knowledge and technology to solve client challenges.

As Growth Marketing Lead, you'll drive acquisition and revenue through technical experiments, optimize marketing technologies, and enhance user engagement. You'll collaborate across teams using HubSpot and AI tools.

Analyze market trends, manage due diligence for investments, support portfolio management, and communicate investment strategies to clients.