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The role involves designing, developing, documenting, and testing scalable data applications and optimizing data systems. The candidate will collaborate closely with business analysts and project managers, implement changes to data pipelines, and ensure quality control throughout the data handling process.

The Senior Associate in the Global Client Group is responsible for managing relationships and supporting business development efforts for financial advisors. This includes articulating investment principles, educating clients about portfolio solutions, and delivering presentations. The role involves collaborating with a team to meet client needs and requires strong relationship-building skills.

The Associate in the Global Client Group will support Regional Directors by prospecting and building the sales pipeline, initiating meetings, and generating leads. Responsibilities include conducting portfolio analysis, answering client inquiries, and assisting in marketing material development. Some travel may be required.