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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.

Prepare and review quarterly, monthly, and ad-hoc client reports and analyses for institutional and wealth management clients. Design custom reports using FactSet, Excel, and Word, investigate portfolio inquiries, ensure timely delivery, and support tactical reporting for new products while maintaining high accuracy and client service.

Provide exceptional client service and administrative support to Financial Advisors in building client relationships and managing accounts. Educate clients on digital tools and assist with financial planning and marketing strategies.

Lead the global General Ledger Reference Data technology organization: set strategy, modernize systems, oversee architecture and delivery, ensure data quality and resiliency, drive automation/AI adoption, and build a high-performing global engineering team while partnering with Finance leadership.

The Public Side Paralegal provides vital support in fund formation, structuring, regulatory compliance, and manages documentation for fund launches and legal agreements.

Lead development of payments and funding capabilities using Java back-end, Angular/React front-end, and DB2/SQL Server databases. Design, implement, and maintain distributed, event-driven systems (MQ/Kafka), apply BDD frameworks, follow SDLC from design to deployment, and work within an Agile/Scrum environment to deliver cloud-first payment solutions.

Lead and support Market operations to drive revenue, retain staff, manage risk and compliance, and grow market share. Oversee hiring, training, financial performance, and sales/marketing initiatives while collaborating with senior management and ensuring regulatory and ethical compliance.