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Financial Services
Owns the architecture, engineering, automation, reliability, and operational direction of enterprise cloud storage platforms. Designs solutions using NetApp, AWS storage services, Nasuni, and backup technologies; establishes standards, guardrails, monitoring, and infrastructure-as-code workflows. Leads storage migrations, resolves complex incidents, partners across infrastructure and application teams, influences technology roadmaps, and mentors storage engineers while supporting cloud transformation and data center exit initiatives.
Financial Services
Drives investment sales growth and market share across a designated territory by building relationships with financial advisors and broker-dealers. Develops territory business plans, prospects for new opportunities, expands existing accounts, delivers investment insights and customized solutions, leads presentations and business reviews, monitors market and regulatory trends, and ensures compliance with firm policies.
Financial Services
Lead cloud security engineering through AWS guardrails, Terraform-based infrastructure automation, policy-as-code, secure onboarding, and automated security controls. Build Java, Python, or Go tooling and GitLab CI/CD integrations, conduct IAM and resource policy reviews, promote least privilege, and mentor engineering teams on secure development and IaC practices.
Financial Services
Supports strategic client relationships and account plans for alternative investments across wealth management platforms. Coordinates client meetings, due diligence, presentations, subject matter experts, and cross-functional initiatives. Tracks client activity, assets, flows, and platform progress while identifying opportunities and risks. Builds expertise in private markets, platform structures, product approval processes, and competitive offerings. Requires investment distribution experience, Series 7 and 66 licenses, strong relationship management, and significant travel.
Financial Services
Build and deepen client relationships through consultative financial conversations, business development, asset consolidation, and wealth services guidance. Identify investment, retirement, planning, and rollover opportunities; manage client outreach and sales pipelines in Salesforce; document interactions; coordinate advice referrals; and ensure accurate, compliant transactions and communications. The role requires Series 7 and Series 66 licenses, with responsibility for meeting sales goals and serving individual investors, including affluent and high-net-worth clients.
Financial Services
Oversee a complex 529 college savings client relationship, driving satisfaction, retention, compliance, risk mitigation, and growth. Coordinate client service, investment, marketing, and operational activities; manage client projects and metrics; develop service strategies; advise on regulatory and industry developments; and lead recurring client meetings and events. Collaborate with internal teams, advocate for client needs, and coach team members. Travel required for conferences and client events.
Financial Services
Develops compelling, benefit-focused copy for social media, email, websites, video, and print collateral. Collaborates with marketing, design, UX, and business stakeholders; tailors messaging to audience segments; applies brand and content guidelines; incorporates approved generative AI tools; edits marketing content; and manages projects to meet deadlines. The role requires financial services familiarity and strong writing, editing, communication, and presentation skills.
Financial Services
Creates brand-aligned visual concepts and multimedia marketing materials across print, digital, social, presentations, events, data visualization, motion, and animation. Collaborates with marketing, UX, copywriting, and content teams; presents concepts, incorporates feedback, follows brand and accessibility standards, and explores generative AI and improved creative workflows. The role requires intermediate design knowledge and supports hybrid work.
3 Days AgoSaved
Financial Services
Drives investment sales growth and market share across a Missouri and Iowa territory. Builds relationships with financial advisors and broker-dealers, develops territory plans, prospects for new business, expands existing accounts, delivers investment insights and presentations, monitors market and regulatory trends, and ensures compliance with firm policies. The role is fully remote but requires residence within the assigned territory and an established regional advisor network.
Financial Services
Supports public equity capital markets transactions including IPOs, follow-ons, block trades, and convertible offerings. Responsibilities include market intelligence, transaction analysis and execution, investor allocation coordination, relationship management with investment banks and sponsors, transaction analytics, reporting, and process improvement. The role partners with portfolio managers, research analysts, traders, legal, compliance, and operations teams while providing insights to support investment decisions.
Financial Services
Leads investment advisory compliance and risk oversight for a complex financial services organization. Provides regulatory guidance on advisory products, wealth capabilities, disclosures, policies, controls, governance, and third-party relationships. Manages a compliance team, assesses cross-entity regulatory impacts, supports examinations and remediation, and advises senior stakeholders on SEC, FINRA, fiduciary, trading, custody, privacy, and supervision requirements.
Financial Services
Senior full-stack software engineer responsible for designing, developing, deploying, and supporting scalable cloud-native applications for cash management and investment operations. The role requires .NET, modern JavaScript, relational databases, APIs, containerized microservices, CI/CD, automated testing, and Agile practices. Responsibilities include leading software delivery, driving engineering standards, solving complex business and technical problems, mentoring engineers, collaborating with stakeholders, and using AI tools responsibly.
Financial Services
Supports Corporate and Shared Services FP&A through budgeting, forecasting, variance analysis, month-end close, financial modeling, reporting, and strategic planning. Partners with CFO Group, Legal, Compliance, Audit, and Risk stakeholders to identify trends, risks, opportunities, and actionable insights. The role also improves FP&A processes, reporting, forecasting, and data integrity while preparing materials for leadership and business reviews.
Financial Services
Lead AI enablement for investment teams by translating LLM and generative AI capabilities into practical workflows, training and coaching investors, creating reusable prompt libraries and playbooks, guiding agentic designs, partnering with engineers and product teams, and ensuring responsible, secure adoption with measurable outcomes.
Financial Services
Develop, test, and deploy Python-based applications for front-office investment teams. Integrate with REST/gRPC APIs, manage AWS services, maintain CI/CD pipelines, translate business requirements into technical solutions, and mentor junior engineers while improving team practices.
Financial Services
Provides second-line oversight and credible challenge for enterprise technology, cyber, cloud, data, third-party, resilience, and AI risks. Leads risk assessments, control reviews, incident management, reporting, framework enhancements, and regulatory monitoring. Develops executive dashboards and committee materials while partnering with technology, cybersecurity, compliance, legal, audit, and business risk stakeholders to drive remediation and maintain alignment with risk appetite and regulatory expectations.
Financial Services
Support middle office trade management across derivatives, private placements, and mutual fund trading. Coordinate booking, settlement, reconciliations, and trade lifecycle activities; resolve breaks; partner with internal teams and vendors; drive process improvements, validate controls, generate operational metrics, and mentor less experienced staff.
Financial Services
Leads enterprise corporate strategy, growth initiatives, strategic planning, and corporate development for an asset management firm. Advises senior leadership on strategic decisions, evaluates market and growth opportunities, synthesizes complex data, and develops actionable recommendations. Drives cross-functional initiatives involving transformation, operating model design, market expansion, product innovation, and implementation. Requires strong analytical, executive communication, stakeholder management, and financial services industry expertise.
Financial Services
Serves as a client-facing investment subject matter expert on artificial intelligence and innovation. Translates how AI supports investment research, portfolio construction, risk management, and decision-making into clear presentations, messaging, and thought leadership. Partners with investment, technology, sales, marketing, communications, and client teams to support acquisition and retention. Monitors AI developments, communicates their market implications, and brings client and industry insights back to the organization. Requires 20–40% domestic and international travel.
10 Days AgoSaved
Financial Services
Design, build, and support scalable full-stack software, backend services, databases, and cloud-native applications for investment risk and portfolio analytics. Contribute to architecture, technical decisions, automated testing, observability, CI/CD, data reliability, and technical debt reduction. Partner with engineering, product, business stakeholders, risk analysts, portfolio managers, and quants to deliver effective technology solutions.



