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Lead the Operational Risk coverage for Wealth Management, guiding execution of initiatives and ensuring compliance with operational risk policies.

The Executive Director & Wealth Strategy Specialist is responsible for product distribution to RIAs and Family Offices, driving strategies for high-net-worth clients, and collaborating with various internal teams to ensure client satisfaction.

The role involves risk modelling for equity derivatives, building tools for trading, and supporting the risk management process. Requires strong quantitative skills and programming knowledge.

The Portfolio Manager is responsible for monitoring Securities-Backed Loans, conducting reviews, producing reports, and ensuring compliance with policies and regulations.

The role involves leading financial planning and analysis for Institutional Securities Technology by collaborating with finance leaders, managing budgets, forecasts, and reports, and ensuring adherence to risk policies.

Client Relationship Analysts support Financial Advisors by managing client relationships, executing transactions, and providing administrative support to enhance client engagement and satisfaction.

In this role, you will lead the development of Python-based AI applications, optimizing data ingestion, collaborating with business stakeholders, and mentoring developers.

The Analyst/Associate will support the investment team by conducting diligence on investments, performing financial analyses, managing relationships, and reporting to investors.

The Senior Associate will conduct daily Portfolio Surveillance, resolve compliance violations, support Portfolio Managers, and lead improvement projects.

As a Market Executive, you manage market-level branches, focus on revenue growth, client service, and talent management, ensuring compliance and ethical practices.