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The Senior Associate in FP&A will manage financial analyses, budgeting processes, and project management while developing executive-level presentations.

The Wealth Advisor will focus on business development, building client relationships with high-net-worth individuals, and assisting in client service operations. Responsibilities include networking, managing client needs, and understanding investment strategies.

The Investment Operations Analyst supports investment decision-making, manages data reconciliation, conducts client reporting, and assists with portfolio trading and manager due diligence.

Serve as a client-facing investment professional managing clients' investment and financial plans, preparing meeting materials, analyzing complex wealth topics, supporting client inquiries, driving process improvements, and assisting with new business development while ensuring high levels of client service and confidentiality.

The Operations Manager oversees the client service team, manages operational workflows, monitors cash flow, enhances CRM systems, and ensures operational accuracy and efficiency in a wealth management firm.

Prepare comprehensive financial plans for high-net-worth clients, utilizing eMoney for modeling and analysis, while collaborating with senior advisors and contributing to client meetings.

Serve as primary client contact overseeing financial operations and staff. Manage bookkeeping, payroll, accounts receivable/payable, cash flow forecasting, VAT and year-end files, insurance coordination, tour/project accounting, and prepare management accounts and ad hoc financial analysis.

Provide paralegal support for business management agreements and related legal operations: draft and maintain templates, manage signature processes and records, coordinate with legal, finance, and business teams, prepare status reports, support document collection for disputes, and improve agreement-management workflows.

Lead ETF business development by building relationships with RIAs, family offices, and wealth managers. Prospect, educate, and convert advisors on ETF implementation and portfolio construction. Partner with leadership on market strategy, contribute to thought leadership, represent the firm at events, and provide market feedback to shape product positioning and growth.

Serve as a VP on a client relationship team for ultra-high-net-worth clients, managing investment and financial plans, preparing meeting materials, responding to client requests, improving processes, and supporting new business development.