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Support Financial Advisors/Private Wealth Advisors by delivering exceptional client service, preparing for meetings, executing client service tasks (transactions, digital tool enrollment), assisting with digital marketing and business development, preparing client reports and financial plans from firm systems, and coordinating team operations and follow-ups. Act as a senior service-team member, train/assign daily work, and stay current on policies and platforms.

Lead middle-office trade support for public markets, partnering with PMs/Traders and Ops to ensure accurate trade capture through settlement. Oversee issue resolution, incident management, controls, KPIs/KRIs, and process improvements, while driving automation, governance, and training to enhance operational resilience and front-to-back execution.

Lead investment strategy and oversight for private wealth teams. Support Financial Advisors by developing asset allocation models, selecting and evaluating managers, producing client reports, and managing reporting and performance metrics. Participate in client meetings and coordinate team business matters.

Portfolio Management Associates provide client service support to Financial Advisors, assisting with financial plans and investment strategies, report preparation, and market research.

The role involves drafting and negotiating legal trading documentation, specifically ISDA Master Agreements and repo agreements, while collaborating with various stakeholders and ensuring compliance with policies.

Support the Treasury Quantitative Strategists team by developing and maintaining P&L, risk, NII, liquidity models, hedge accounting, funds transfer pricing and monitoring tools. Collaborate with Business, IT and model control to deliver regulatory and internal reports, adhering to risk and regulatory standards and firm policies.

Support Financial Advisors/Private Wealth Advisors by delivering exceptional client service, preparing for meetings, executing administrative and digital marketing tasks, producing client reports and financial plans, and training or backing up client service functions using firm systems.

Manage end-to-end delivery of automated integrations (API or SFTP) between payroll/HR/tax vendors and Shareworks or Equity Edge Online. Provide SME support on equity compensation, lead cross-functional testing, document requirements, drive vendor/client communications, and manage project plans, risks, and third-party engagements.

The Relationship Manager is responsible for developing client relationships with Ultra High Net Worth investors, advising on investment strategies, and managing brokerage and asset management businesses.

As a Quantitative Developer, you will build high-performance trading applications, optimize frameworks, and enhance pricing models, collaborating with traders and researchers.