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Support execution of firmwide social and digital marketing across LinkedIn and Instagram: create, schedule, and publish content; manage Hearsay workflows and compliance approvals; maintain editorial calendars; repurpose content with Creative Services; track and report social/digital metrics; assist paid social, email, and lead-generation campaigns; coordinate projects across marketing teams and support employee advocacy programs.

Lead institutional sales for CMO mortgage products, drive business development, cultivate client relationships, present to institutional investors, exceed revenue targets, represent the firm at client and industry events, and travel as needed to support sales initiatives.

Lead institutional sales for CMBS products, develop and maintain deep client relationships, generate revenue, exceed targets, present to clients, represent firm at events, and travel as needed.

Provide high-touch client service and operational support to financial advisors and high-net-worth clients, including onboarding, account maintenance, asset movements, billing and performance reporting, tax information gathering, CRM maintenance, compliance communication, relationship management, and trade execution/error resolution.

Develop and maintain relationships with high-net-worth clients, provide investment and fiduciary advice, implement and monitor discretionary portfolios and financial plans, and drive business development to onboard new clients.

Provides senior-level administrative support to a financial services management team. Responsibilities include preparing investor reports and presentations, coordinating meetings and travel, managing expense reports and audit confirmations, maintaining client records, supporting business plans and lender reporting, handling confidential information, and managing office supplies and communications.

Provide high-level executive support to a C-suite leader and board member, managing complex calendars, travel, correspondence, presentations, events, meetings, expense reporting, and confidential stakeholder communications while supporting firmwide projects and policy implementation.

Provide investment research and data analysis for institutional retirement clients, prepare and review recurring reports, support client calls and ad‑hoc requests, conduct quantitative and qualitative due diligence on funds and trusts, use reporting/research tools, support quarterly reporting cycles, collaborate with Technology and Investment teams, and manage ad‑hoc projects while building client relationships.

Support administrative and operational functions for fiduciary solutions: verify and file client agreements, manage complex billing and invoicing, maintain records, resolve billing issues, perform data entry, and provide status updates to supervisors while completing tasks with minimal supervision.

Support the CIO/Director of Quantitative Research by operating, documenting, and improving quantitative finance processes (asset allocation, capital market assumptions, performance attribution, glide paths, simulation-based optimization). Update client deliverables, develop new quantitative tools using statistical, risk management, and simulation methods, and communicate results to investment professionals to inform policy and investment decisions.