The Senior Technology Generalist conducts fundamental research across technology sectors, generates investment ideas, and collaborates with leadership on portfolio and risk management.

The Systems Administrator supports users, manages IT infrastructure, handles hardware/software deployments, troubleshoots issues, and assists in cybersecurity incident responses.

Support and sell mutual funds, ETFs, and separate account wrap products to third-party distributors via phone. Qualify leads, maintain relationships, provide product training and performance data, assist wholesalers with scheduling and marketing strategy, meet outbound contact goals, and occasionally travel to territory or conferences.