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Support Relationship Managers and Sales Officers for institutional clients by preparing reports, responding to data requests, coordinating with investment teams for performance narratives, streamlining data processes, delivering competitive intel, and helping grow institutional presence and social media.

The Associate Director will drive sales pipeline growth, engage with financial advisors, and collaborate with the sales team to close new business opportunities.

Create and edit financial marketing content across digital, print, and video channels; ensure regulatory compliance and brand consistency; develop educational materials for varied audiences; manage content calendar and production timelines; conduct content audits and performance analysis; collaborate with design, compliance, and product teams.

Lead portfolio management and trading for rules-based, index, and active equity strategies. Execute global equity trades, manage ETF rebalances, analyze performance and risks, coordinate with brokers/custodians, and drive process improvements.

As a US Equity Analyst, you will cover the Technology sector and broader value universe, generating investment ideas, building financial models, and tracking company performance to ensure sound investment decisions.

Support portfolio compliance team with daily pre- and post-trade monitoring, rule coding and testing in Charles River, UCITS breach review, client onboarding, incident and client reporting, and compliance rule library migrations under supervision.

Lead and coach a 10–15 person contact center team servicing mutual fund and 529 accounts. Manage live-chat and voice channels, ensure quality, compliance, and performance goals, deepen customer relationships, and implement operational improvements. Coordinate licensing requirements and drive team adoption of processes to achieve efficiency and service standards.

Front-office investment risk analyst who maintains and enhances risk models, produces market risk and liquidity reports (VaR, tracking error, stress tests, factor exposures), performs risk attribution and portfolio diagnostics, partners with Portfolio Managers and cross-functional teams, and presents insights to senior stakeholders to inform pre- and post-trade decisions.

Support a Regional Sales Director by outbound calling and emailing financial advisors, generating leads, preparing investment materials, facilitating advisor calls with portfolio managers, using Salesforce and Power BI for sales reporting, and providing inbound phone coverage. Drive territory sales through prospecting, needs-based selling, and targeted outreach; some travel, nights, and weekends required. Compensation is base plus commissions.

Territory-based mutual fund/ETF wholesaler covering NC/SC/S. VA. Build and maintain advisor relationships, promote investment products, identify opportunities, prepare presentations, support client business planning, and collaborate with internal teams to drive sales growth and meet targets.