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Senior client-service leader supporting Financial Advisors/Private Wealth Advisors by designing and managing the team's client service model, overseeing daily operations, supervising support staff, coordinating business matters, preparing client reports, participating in client meetings, and executing business plans and firm initiatives to optimize efficiency and client experience.

Design, develop, and maintain scalable, cloud-native Java/J2EE services and APIs for equity investments. Collaborate with business and engineering teams to document requirements, implement multi-threaded solutions, create tests, perform code reviews, mentor junior engineers, and apply CI/CD and agile practices to deliver high-quality financial software.

Provide front-to-back supervisory oversight of listed equity/index options, futures, and FX forwards for HNW/UHNW clients. Monitor trading, positions, limits and exceptions; conduct risk reviews, escalations, documentation, and stakeholder communications to ensure compliance with CFTC, NFA, FINRA, SEC, and exchange rules. Partner with Financial Advisors, Branch/Complex leadership, Compliance, Legal, and Operations to resolve issues and improve controls.

Lead expense strategy and analytics for global non-compensation spend. Partner with senior leaders to analyze cost drivers, recommend savings, improve forecasting and scenario modeling, and advance finance data, analytics, and AI-enabled tools to support multi-year expense decisions and governance.

Support financial advisor teams by delivering high-touch client service, executing administrative and digital marketing tasks, preparing client reports and financial plans, assisting with trading/clerical transactions, and participating in business development and firm initiatives.

Conduct fundamental equity research on enterprise software companies: build and maintain financial, earnings and valuation models; write research reports and notes; perform industry diligence and primary research; engage with investors and company management; use AI-enabled tools to accelerate research while ensuring source verification; support sales and trading with timely sector analysis.

The Associate Market Manager oversees market management, employee retention, sales growth, team building, compliance, and client service, while ensuring profitability and ethical practices.

Senior client-service leader supporting Financial Advisors/Private Wealth Advisors by shaping and executing the teams client service model, overseeing daily operations, managing and training support staff, preparing and reviewing client reports/financial plans, participating in client meetings, optimizing business practices, and coordinating business matters to ensure efficient resolution and communication.

The role involves conducting bottom-up research, building financial models, generating stock ideas, and collaborating closely with portfolio managers in equity investments across global markets.

As a Financial Services Representative, you will assist clients with account inquiries, promote financial products, and enhance customer satisfaction by solving problems and identifying needs.