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The Data Engineering Architect will design and maintain data ecosystems, analyze requirements, improve processes, and mentor junior developers within a hybrid work environment.

The Business Consultant II will manage vendor relationships and operational compliance, resolve issues, and drive product enhancements through data analysis and effective communication.

The VP, Regional Wealth Management Consultant builds client relationships in Wealth Management, offering wholesaling support, planning marketing strategies, and analyzing sales data.

The VP, Regional Wealth Management Consultant will build client relationships, provide wholesaling support, develop marketing plans, and analyze sales data in the Wealth Management territory.

The Summer Associate will conduct fundamental research for stock selection, analyze industries, prepare analytical data, and participate in investment meetings.

Lead the Trading and Compliance Team to ensure operational excellence and innovation, oversee technology initiatives, and mentor team members.

The Regional Associate provides sales support for prospects and clients, managing inbound and outbound calls, responding to inquiries, and supporting internal sales efforts. They must understand investment products and maintain client relationships through effective communication.

As an Investment Representative, you will handle inbound calls from retail investors, providing client support and facilitating transactions while developing financial knowledge and sales strategies. You will undergo training for essential licenses and aim to cultivate client relationships to enhance investment opportunities.

As Executive Assistant, coordinate schedules, manage communications, support leaders in IT, and ensure smooth operational processes.

The Regional Wealth Management Specialist partners with external wholesalers to drive sales by building relationships with financial advisors, providing financial insight, and utilizing analytical tools for portfolio consulting. This role involves consultative sales, data-driven prospecting, and operational excellence while attending client meetings and events as needed.