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Assist financial advisors by preparing financial plans, conducting investment research, managing client meetings, and handling administrative tasks while ensuring compliance and high service standards.

Provide executive administrative support to senior leaders: manage complex calendars across time zones, coordinate travel and expenses, prepare meeting materials, communications and presentations, liaise with internal and external stakeholders, track action items, and ensure timely deliverables for the executive office.

Lead Data Analyst responsible for managing intake and prioritization, translating business requirements into analytical solutions, performing A/B test and sales funnel analyses, developing and automating reports using Python and SQL, documenting processes, coordinating with US and internal teams, and delivering actionable insights to drive product and process improvements.

Prepare operational risk dashboards, data summaries, trending reports and presentations for leadership. Liaise with business leaders for risk identification, handle ORM ad-hoc requests related to audits and regulatory requirements, and support cross-functional teams.

Measure and analyze investment performance across products, gather and validate data, perform return calculations and attribution, produce reports and commentary for senior leaders, execute variance analysis between systems, support RFP/RFI and performance initiatives, and ensure timely, accurate delivery under deadlines.

In this role, you will build client relationships, provide marketing support, maintain communication with sales staff, and assist in expanding fund business.

The Complex Director drives growth across multiple offices by managing P&L, recruiting and developing advisors, and ensuring client satisfaction while maintaining compliance and operational integrity.

The Senior Business Analyst will support compensation program administration, deliver reports, drive process improvements, and collaborate with stakeholders across geographies to enhance business performance.

The role involves administering, governing, and optimizing Power BI and Power Platform environments while troubleshooting issues and implementing best practices.

As an Internal Advisor Consultant, you will build and maintain client relationships, assist in investment selection, and collaborate with senior salespersons to meet business objectives.