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The Senior Infrastructure Operations Analyst is responsible for managing identity access and security protocols, user lifecycles, and authentication systems, while collaborating on critical initiatives related to IAM solutions.

Lead the design, development, and deployment of AI systems for investment processes, collaborating with business and technical teams to optimize workflows and ensure engineering excellence.

As a Financial Consultant, you will provide advice and planning for individual investors regarding their financial needs, ensuring their success with investments and retirement planning while meeting sales targets.

Design, build, and maintain cloud-native full-stack applications and backend services that support investment risk analysis. Own end-to-end delivery, contribute to architecture, apply automated testing and CI/CD, collaborate with stakeholders, reduce technical debt, and ensure reliable, observable data and analytics for portfolio risk and simulations.

Support employee conduct oversight by reviewing disclosures, monitoring personal trading and outside activities, investigating compliance exceptions, advising associates, and contributing to process improvements and automation to strengthen Code of Ethics compliance.

Senior leader accountable for global network strategy, architecture, reliability, and operations across on‑premises, colocation, cloud, and third‑party environments. Owns modernization, hybrid‑cloud connectivity, automation/IaC, security (zero trust, segmentation), observability/AIOps, and vendor/financial management. Leads managers and senior engineers, sets KPIs, directs incident response and resiliency programs, and partners with architecture, SRE, security, and application teams to deliver a secure, scalable, and cost‑efficient network platform.

Drive regional retirement plan sales by developing territory strategy, building advisor relationships, and executing consultative sales. Identify new business, collaborate with internal experts to deliver tailored proposals, and provide market insights and practice support. Maintain industry knowledge, manage territory performance, and achieve sales and asset growth targets through disciplined territory management and strong advisor engagement.

Lead the investment compliance Monitoring function, overseeing pre-trade, post-trade, and batch monitoring in Charles River. Guide complex compliance interpretations, manage violation escalation and remediation, drive automation and rule optimization, support regulatory changes and vendor oversight, and develop team capability while partnering with Investment, Legal, Risk, and Operations to strengthen governance and controls.

Support pre- and post-trade analyses for ETF implementation, optimize tax-lot and trading outcomes, build data foundations and governance, partner with PMs, Traders, Tax and Technology to scale ETF processes, and deliver analytics, tooling, and communication to improve after-tax results and reduce transaction costs.

Partner with Alternative Investment Specialists to prospect, sell, and retain financial advisor relationships across assigned territories. Develop territory plans using data, document CRM activity (Salesforce), support meetings and follow-up, attend client-facing events, and contribute to sales, net flows, and territory growth targets.