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The Senior Sales Operations Analyst generates sales forecasts, creates financial models, analyzes client profitability, and develops metrics while managing sales data reporting and analytics. They also lead projects and ensure data quality.

The Fund Accounting Manager is responsible for reconciling fund positions, ensuring timely reporting, managing client relationships, supervising staff, and driving operational enhancements.

Manage fund accounting activities including NAV calculations, month-end closes, investor allocations, and team mentorship, ensuring compliance with GAAP.

Provide outstanding client service by processing transactions, managing client expectations, supporting service improvement, and maintaining personal development.

Manage client issues related to fund accounting, mentor staff, ensure report accuracy, and streamline processes for efficiency.

Perform internal and external user acceptance testing, configure core registry systems and databases, analyze and document processes, apply risk assessment, ensure new functionality meets performance and scalability standards, and identify process and service improvements.

The Investor Services Supervisor leads and develops a team of contact center representatives, ensuring client satisfaction and effective communication within the organization. Responsibilities include monitoring productivity, conducting performance discussions, and adhering to company policies.

The Sales Operations Director will lead strategic planning, process optimization, technology adoption, data analytics, and cross-functional alignment to drive sales efficiency and revenue growth for the EMEA region.

The Cutover Lead will manage the planning and execution of system transitions, ensuring minimal disruption during go-live by leading multiple teams, mitigating risks, and overseeing data migration.

The Director of CX AI will develop and execute the AI roadmap for customer experience, evaluate tools, modernize workflows, and ensure responsible AI use.