Top Tech Jobs & Startup Jobs

Manages international client onboarding, legal agreement reviews, operational memoranda and SLAs, bespoke institutional reporting, UCITS fund reporting, and inbound client service issues. Coordinates cross-functional teams across Investments, Product, Legal, Operations, Compliance, Technology, and Client Service. Maintains dashboards, tracks deliverables, escalates risks, identifies process improvements, and supports automation and AI-driven reporting initiatives for global clients and partners.

Supports investor relations through quarterly earnings preparation, financial and peer analysis, shareholder targeting, investor engagement, proxy and annual meeting support, corporate communications, and IR website maintenance. Maintains models, ownership data, investor records, calendars, presentations, filings, and reporting materials while partnering with senior leaders, analysts, marketing, and communications. The role requires strong financial judgment, writing, organization, accuracy, and efficient use of AI and financial data tools.

Coordinates conferences, industry events, sales meetings, marketing collateral, product updates, vendor relationships, and marketing initiatives. Acts as a project manager across acquisitions, product launches, fulfillment platforms, and other projects while partnering with investment, sales, compliance, and external teams. Manages event logistics, promotional materials, sourcing, and deliverables while maintaining accuracy and meeting strict deadlines.

Reviews and approves marketing, advertising, sales, digital, and institutional materials for investment products across RIA, broker-dealer, and direct platforms. Interprets SEC, FINRA, MSRB, and related regulations; advises Marketing, Portfolio Management, Product, Administration, and Legal; improves compliance policies and processes; supports regulatory examinations; and contributes to compliance initiatives and technology improvements.

As a Client Engagement Specialist, you will provide customer service, educate clients on investment products, and support financial goal achievement through inbound interactions.

Partner with the CEO to drive enterprise strategy and execution, lead cross-functional initiatives, optimize CEO time and executive team operations, manage board and investor relations, establish KPIs, identify process improvements, and represent the CEO in select meetings.

Design and execute omni-channel marketing campaigns for the Intermediary distribution channel; manage campaign calendar, project plans and product launches; create partner-tailored collateral and sales enablement; analyze campaign performance and optimize; support events, compliance reviews, and cross-functional alignment to drive growth for SMAs and other products.

Provide analytical support and build advanced investment risk analytics and reporting. Monitor risk reporting architecture, produce performance and risk commentary, support new strategy on-boarding, lead special research projects, and collaborate with investment franchises and firm functions to enhance data, visualizations, and model setups.

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.