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The Senior Proposal Specialist will manage and complete RFI and RFP documents for both new business growth and existing business maintenance, requiring strong RFP writing skills, knowledge of asset classes, and project management capabilities while working with portfolio managers and stakeholders.

The Client Support Associate supports clients and advisors by providing excellent service, converting service calls to sales opportunities, processing paperwork, and executing routine transactions. The role also includes preparing Client Relationship Managers for presentations and ensuring compliance requirements are met while engaging in professional development.

Responsible for designing, coding, testing, implementing, maintaining, and supporting Vantage-One based applications. Collaborate with business partners and technology team members to deliver high-quality solutions. Provide technical guidance through the software life cycle. Key responsibilities include planning, design, building, documentation, testing, and asset stewardship. Required qualifications include a bachelor's degree in Computer Science or related field, 2-7 years of relevant experience, and expertise in Mainframe COBOL, JCL, DB2, and CICS.

The Senior Accountant will handle daily accounting and reconciliation for investment and derivative transactions, prepare financial reports in compliance with GAAP and statutory requirements, and improve financial processes. Responsibilities include journal entry preparation, issue resolution in accounting transactions, and conducting reconciliations to ensure financial integrity.

The Administrative Assistant will support the operations of a financial planning office by preparing client communications, managing daily business tasks, and assisting with project coordination. The role involves administrative duties such as filing, copying, and ordering supplies, along with basic marketing tasks and client care responsibilities.

The Principal Lead Design Engineer will lead an agile team to deliver high-quality web applications, overseeing the technical design, development, and deployment processes. Responsibilities include mentoring engineers, performing code reviews, and collaborating with cross-functional teams.

The Group Lead - Investment Risk Analyst will leverage their expertise in financial markets to assess investment risk, develop automated reporting systems, and create dashboards for risk insights. They will collaborate with teams for data collection, deliver reports to stakeholders, and provide recommendations to enhance investment strategies, while staying updated on regulatory trends and automation technologies.