As a Subject Matter Expert, you'll provide customer service, training, and support for the Orion system, ensuring high standards and collaboration with clients and operations.

The Product Manager will manage product roadmaps, drive development strategies, and collaborate with teams to deliver user-centered products while assessing market trends and client feedback.

The Business Development Consultant OAT is responsible for promoting services to Registered Investment Advisors, obtaining new clients, and growing existing revenues through effective sales strategies and relationship management.

Lead and manage the NPS program to drive client experience improvements, analyzing data and collaborating with teams to enhance client satisfaction.

As a Salesforce Software Developer, you will create and maintain software solutions on the Force.com platform, ensuring timely delivery, troubleshooting, and support for application development projects.

The Internal Sales Consultant develops business relationships and drives sales in an assigned territory by partnering with financial advisors and the territory team, fostering client relationships, and managing sales activities.

Responsible for managing tax-managed client portfolios through planning, customization, and optimization, while collaborating with financial advisors and internal teams.

The Cost Basis Specialist I maintains accurate tax lot reporting and supports clients through communications while ensuring data integrity and compliance.

Lead the design and development of cloud-native technology, architect systems, mentor engineers, and ensure solutions are scalable and secure.

The Denali Product Consultant designs and implements data strategies for the Summit Experience platform, overseeing data syncs, troubleshooting, and guiding product direction.

As a Portfolio Manager, oversee investment strategies, manage multi-asset class portfolios, develop investment opportunities, and communicate with clients, focusing on financial markets.

As a Quantitative Portfolio Manager, you'll manage multiple product lines, conduct investment research, and analyze performance metrics while developing tools in Python and VBA.

The Director of Product Management leads product planning, execution, and lifecycle management while collaborating with key stakeholders and conducting market research to drive product initiatives.

Responsible for full cycle recruitment, including sourcing candidates, conducting interviews, extending offers, and maintaining applicant records. Collaborates with managers to develop hiring plans and promotes the company to potential candidates.

The Tax Director will manage corporate tax functions, ensuring compliance and effective tax strategies, while advising management on tax implications and overseeing audits.

The Product Manager will drive the development and roadmap of advisor-facing products, collaborating with internal teams and clients to enhance product offerings and address customer needs.

The Senior Software Engineer develops and maintains software, ensuring timely delivery through the software development life cycle while mentoring junior engineers and troubleshooting issues.