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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.

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.

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

Lead client compliance engagements: maintain Code of Ethics programs, conduct annual reviews and electronic communications surveillance, prepare regulatory filings (Form ADV, Form PF, Form PQR), manage SEC/CFTC/SRO examinations and responses, support RIA/ERA/BD registrations, run AML reviews and compliance training. Role involves client-facing work and travel.

Lead client compliance engagements: maintain Code of Ethics, perform annual compliance and AML reviews, manage electronic communications surveillance, prepare regulatory filings (Form ADV, 13 filings, Form PF, Form PQR), handle SEC/CFTC/SRO examination responses, complete RIA/BD registration projects, and deliver compliance training. Travel may be required.

The Senior Associate will administer clients' compliance programs, conduct reviews, maintain documentation, and collaborate with consultants on regulatory obligations.

The Senior Associate will support compliance programs, conduct reviews, manage documentation, and assist in regulatory preparations within a team environment.