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This role manages client inquiries in the financial services sector, providing support for complex trading orders, margin issues, and regulatory communications. Strong customer service, problem solving, and knowledge of derivatives trading are essential.

Develop, calibrate, monitor and automate counterparty risk models and analyses; attribute P&L to risk factors; prototype risk models; build quantitative tools; produce industry trend reports and support stress testing for reporting and event response.

Client Relationship Analysts support Financial Advisors by managing client relationships, executing transactions, and providing administrative support to enhance client engagement and satisfaction.

Lead and optimize equities, options, fractional shares and lending trading operations. Oversee policies, risk controls, P&L, partner with internal/external teams, drive strategic initiatives, and scale fractional shares business while coordinating Legal, Compliance, Risk, IT, Finance and sales partners.

This role involves designing, implementing, and managing cryptographic solutions, including PKI and HSM, ensuring security compliance and operational effectiveness.

The VP will lead digital asset initiatives within Wealth Management, focusing on strategy, execution, and stakeholder management, ensuring alignment with regulatory frameworks.

The Associate Market Manager oversees market management, employee retention, revenue growth, client service, and compliance while leading teams and driving sales initiatives.

The Mortgage Consultant will provide expert advice in mortgage origination, build client relationships, manage client experiences, and ensure compliance with regulations.

Support Institutional Portfolio Managers on Mortgage & Securitized strategies by monitoring markets, drafting client materials and commentary, preparing meeting/RFP content, performing competitor analysis, managing performance and attribution data, coordinating with cross-functional teams, and assisting consultant/client requests and account onboarding/reporting.

Support deal teams on secondary private equity investments by sourcing opportunities, performing diligence, constructing financial and LBO models, preparing valuation and return analyses, creating marketing materials, and contributing to cross-functional strategic initiatives and portfolio monitoring.