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The Senior Regional Sales Director will manage sales initiatives and relationships with investment professionals while offering investment products and guidance on practice management and portfolio construction.

Partner with the BDO to develop and manage high-net-worth client relationships. Prepare customized investment proposals, deliver financial planning using eMoney, provide investment advisory and asset allocation recommendations, conduct regular portfolio reviews, support business development with custodial partners, and travel approximately 50% to meet clients and attend events.

Partner with a Business Development Officer to originate and manage high-net-worth client relationships. Provide investment advisory, financial and estate/tax planning, prepare customized investment proposals, conduct portfolio reviews, use eMoney for financial planning, and travel (~50%) to meet clients and custodial partners.

The role involves managing the production of investment marketing collateral, ensuring timelines are met, and streamlining processes while coordinating between investment, marketing, and compliance teams.

Seeking a Creative Director/Senior Graphic Designer to lead visual brand execution, design materials, and collaborate across teams to enhance the firm's brand identity and deliver high-quality, compelling visuals.

The Managing Director will drive institutional business development, enhance relationships with investment consultants, and support growth in institutional assets across various investment strategies.

The Infrastructure Engineer designs and implements secure, scalable infrastructures, focusing on Azure and Linux systems, providing operational support and mentoring junior engineers.

The IT Infrastructure Services Specialist provides Tier 1 and 2 support, troubleshoots technical issues, and manages IT assets, ensuring minimal disruption in a financial environment.

Conduct deep fundamental research on U.S. small- and mid-cap companies, generate investment ideas, analyze financial statements and valuation, prepare research reports and memos, present findings to portfolio managers, engage with company contacts and industry experts, and support portfolio monitoring and special projects.

The Investment Performance Analyst maintains GIPS Composites, produces reports, responds to data requests, and assists in cross-functional projects.