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The Operations Manager is responsible for overseeing account services, reconciliations, risk management, process improvements, and team performance within a financial service environment.

The Senior Analyst develops data models, performs quality assurance, collaborates with IT and stakeholders, and optimizes processes in Risk Management.

The Lead Business Analyst will lead the analysis lifecycle for trading technology initiatives, translating business requirements into technical specifications, and ensuring successful delivery through collaboration with cross-functional teams.

Assist Financial Advisors by creating comprehensive financial plans, conducting portfolio reviews, and providing client presentations and recommendations. Must stay updated on financial regulations and provide exceptional client service.

Manage and review client assets, execute trades, and oversee multi-sleeve accounts for optimized portfolio performance while ensuring investment objectives are met.

The Controls Management and Testing Analyst oversees risk and control management programs, conducts testing, evaluates processes, and partners with business units to improve compliance and effectiveness.

The Senior Advisor leads and conducts comprehensive audits, develops risk profiles, proposes audit objectives, and communicates findings to management while assessing internal controls.

The Global Lead Analyst oversees IT Change Management, ensuring risk compliance, governance, and leading strategic modernization initiatives across the organization.

The Client Portfolio Manager acts as a primary advocate for Chartwell Investment Partners, leveraging expertise to influence client outcomes and support business development. Responsibilities include managing client relationships, developing product narratives, and collaborating with investment teams to enhance communication and reporting processes.

The Financial Advisor Trainee will undergo training to develop skills in client management, investment advising, and sales, aiming to build a practice under guidance.