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Ten-week finance internship providing training in direct-to-consumer finance, client-facing and operational functions, client experience projects, networking, presentations, and preparation for the FINRA Securities Industry Essentials exam. Interns receive mentorship and exposure to financial-services career opportunities. The role is based onsite in Kansas City, Missouri, runs 40 hours weekly, and is intended for rising undergraduate seniors graduating between December 2027 and spring 2028.

Supports and improves client-facing web, mobile, and marketing technology platforms through troubleshooting, production support, release validation, coding, testing, documentation, monitoring, and reliability improvements. Collaborates with engineering, product, QA, UX, marketing, sales, and support teams while developing skills in modern web technologies, APIs, cloud platforms, observability, secure coding, accessibility, and AI-assisted engineering.

Investment Representatives support retail investors through inbound calls, handling transactions, account management, troubleshooting, and client inquiries. They develop knowledge of investment products, policies, tax implications, and financial services while cultivating client relationships and identifying relevant investment and sales opportunities. The role includes paid preparation for SIE, Series 7, and Series 63 licensing, five weeks of classroom training, structured scheduling, and a potential hybrid schedule after proficiency is demonstrated.

Coordinates corporate access activities, including meetings, conferences, roadshows, site visits, travel, attendees, venues, and communications. Builds relationships with investment professionals, corporate executives, investor relations teams, and internal stakeholders. Maintains accurate activity records, manages Tableau and Microsoft 365 reporting tools, and produces program reports. Supports process improvements, technology administration, automation, AI-enabled solutions, and special projects while ensuring high-quality participant experiences and appropriate handling of confidential information.

Lead end-to-end financial reporting for mutual funds and ETFs, ensuring GAAP and SEC compliance. Oversee shareholder reporting, regulatory filings, audits, and service providers. Maintain controls, reporting quality, and metrics. Drive process improvement and automation, implement accounting/regulatory changes, and provide technical guidance. Lead and mentor a reporting team while collaborating cross-functionally with accounting, legal, compliance, tax, IT, and external partners.

The Senior Data Quality Specialist will develop data quality rules, implement cloud-based solutions, and analyze data accuracy, leading projects and collaborating with teams.

Co-lead the firm's Code of Ethics program, monitor employee trading and corporate compliance activity, investigate potential violations, prepare regulatory and stakeholder reports, deliver compliance training, assess emerging regulatory risks, strengthen controls, and improve compliance processes through technology and automation.

The Regional Wealth Management Specialist partners with external wholesalers to drive sales by building relationships with financial advisors, providing financial insight, and utilizing analytical tools for portfolio consulting. This role involves consultative sales, data-driven prospecting, and operational excellence while attending client meetings and events as needed.

The Software Engineer Senior Specialist will develop full-stack applications, manage databases, follow Agile methodologies, and collaborate with team members in the investment management sector.

Build and grow relationships with Wealth Management clients across Wisconsin through wholesaling support, site visits, presentations, and consultative service. Develop and implement marketing and territory plans with internal partners, analyze sales data and call activity, maintain fund and industry knowledge, and represent the firm at regional and national conferences.