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Lead business development across the Mid-Atlantic to grow assets under management by cultivating and expanding relationships with RIAs, advisors, bank trust departments, family offices, and consultants. Develop territory plans, collaborate with investment and service teams to deliver tailored solutions, represent the firm at events, maintain CRM activity records, and provide market intelligence to senior leadership.

Lead and manage equity capital markets transactions including public offerings and private placements. Oversee execution, financial modeling, marketing materials, due diligence, deal structuring and negotiations. Coach and manage Associates and Analysts, support business development, and cultivate client relationships to meet revenue targets.

This role assists departments with processes and procedures, requiring organizational skills, attention to detail, and the ability to work collaboratively and independently.

Provide paralegal and administrative support to the General Counsel and legal team, including legal research, document and contract preparation, litigation and e-discovery support, subpoena responses, vendor/contract management, regulatory filing assistance, calendar/travel/meeting coordination, and maintaining confidential legal files and tracking logs.

The Operations Manager will oversee daily operations of an SEC-registered investment adviser, ensuring operational excellence and regulatory compliance while leading a team and improving processes.

The Senior Data Engineer will optimize data architecture, troubleshoot integrations, and refactor legacy systems within a product team focused on client applications.

Support the Managed Assets Research department in delivering high-quality investment solutions through research, communications, and client portfolio reviews.

Support Financial Professionals by delivering exceptional client service: manage client requests, process and maintain account documents, assist with financial planning, facilitate fund and securities transfers, coordinate client communications and events, identify process improvements, and provide general administrative support while ensuring compliance with firm policies and regulations.

The Azure Cloud Engineer will design, deploy, and maintain secure Azure environments using IaC, manage CI/CD pipelines, and ensure cloud security and compliance while collaborating with cross-functional teams.

Lead mobile application development using React Native, focusing on iOS and Android platforms while ensuring security, performance, and code quality.