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The Lead Portfolio Manager is responsible for trade execution and allocation, maintaining execution data, and developing automation processes for trading operations.

The Senior Manager of Operations oversees key operational functions across Compliance, Management, Trading, and Performance, driving process excellence and ensuring robust controls. They partner closely with various teams, manage daily operations, and mentor staff for continuous improvement.

Lead Portfolio Manager responsible for portfolio rebalancing, daily management, process improvements, and interfacing with other departments, requiring strong analytical skills and experience in quantitative investing.

The Hybrid Wholesaler manages relationships with financial advisors, drives asset growth, delivers product education, and collaborates with internal teams.

The Associate Wealth Advisor will develop financial plans, lead client interactions, monitor investment strategies, and collaborate with the advisory team.