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The Marketing Manager will design and execute marketing strategies for high-value segments, generate leads, and support advisors in client acquisition.

The Senior Trading Associate manages trade operations, ensuring efficient execution and compliance across multiple trading platforms, while identifying opportunities for process improvements.

As a Senior Regional Compliance Associate, you'll ensure compliance for financial advisors, conduct audits, support regulatory examinations, and provide training on compliance-related matters.

Support end-to-end M&A activity for RIA practice acquisitions: source targets, build financial models and valuations, perform due diligence, help structure and negotiate deals, and coordinate post-merger integration across operations, finance, legal, and compliance while supporting go-to-market and seller engagement.

As HRBP for the Client Experience team, you will manage employee relations, training programs, and support organizational development efforts while partnering with leadership.

Own budgeting, forecasting, monthly management reporting, and long-range financial models. Partner with business leaders, track KPIs, improve FP&A tools and processes, support board/investor reporting, and collaborate with Accounting to align actuals and forecasts.

Manage recruiting operations (scheduling, Greenhouse data accuracy, candidate handoffs), provide executive support to senior talent leaders, run NYC new-hire onboarding and office operations, coordinate Discovery Day logistics, and improve processes using technology and AI tools to increase team efficiency.

Serve as primary client-facing liaison for a high-net-worth advisory practice: manage day-to-day relationships, maintain CRM, coordinate onboarding and service requests, prepare advisor meeting materials, escalate issues, and proactively flag opportunities to deepen client relationships.

The Billing Associate will manage billing cycles, ensuring accuracy, analyzing billing issues, supporting advisors, and advocating for process improvements.

The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.