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The Inside Sales role focuses on engaging existing clients to identify cross-sell opportunities, supporting revenue growth through structured outreach and collaboration with various teams.

Manage client relationships in Fund Accounting, ensuring timely delivery of reconciliations, financial statements, and Net Asset Values while leading a team of fund accountants.

Lead the Investor Services team, manage client relationships, ensure superior service, train staff, and oversee compliance with AML regulations.

The Sales Development Representative generates new business by identifying and nurturing leads, conducting outreach, qualifying prospects, and managing the sales pipeline. They collaborate with marketing and sales teams while staying informed on industry trends.

The Director is a key contact for clients during compliance processes, overseeing reviews of compliance programs, managing SEC examinations, and preparing regulatory filings and correspondence.

The Director of Compliance Solutions oversees client compliance processes, manages examinations, prepares regulatory filings, and maintains ethics programs, requiring strong analytical skills and extensive experience in financial services.