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The Senior Trading Associate supports trading operations, managing trades, ensuring compliance, monitoring activity, and collaborating to enhance trading systems.

The Senior Trading Associate manages trade operations, ensuring efficient execution and compliance across multiple trading platforms, while identifying opportunities for process improvements.

As a Senior Regional Compliance Associate, you'll ensure compliance for financial advisors, conduct audits, support regulatory examinations, and provide training on compliance-related matters.

Lead end-to-end production of advisor video and multimedia content: schedule shoots, coordinate remote/in-person recordings, quality-check AI-assisted edits, publish content, manage compliance review, build production playbooks and trackers, produce short-form social assets, and report on throughput and quality.

Own budgeting, forecasting, monthly management reporting, and long-range financial models. Partner with business leaders, track KPIs, improve FP&A tools and processes, support board/investor reporting, and collaborate with Accounting to align actuals and forecasts.

Serve as primary client-facing liaison for a high-net-worth advisory practice: manage day-to-day relationships, maintain CRM, coordinate onboarding and service requests, prepare advisor meeting materials, escalate issues, and proactively flag opportunities to deepen client relationships.

The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.

The Marketing Manager will design and execute marketing strategies for high-value segments, generate leads, and support advisors in client acquisition.

The Marketing Manager will focus on developing strategies and executing marketing initiatives for High Net Worth clients and institutional audiences, aiming to generate leads and support conversion efforts.

The Marketing Associate will engage with advisors to manage marketing projects, develop custom materials, and enhance marketing program effectiveness.