Top Tech Jobs & Startup Jobs

The Private Client Relationship Advisor will handle client service activities for high net worth families, collaborate with outside advisors, manage client communication, and ensure trust administration.

The Relationship Manager will manage institutional clients, ensuring quality service, resolving inquiries, and collaborating with internal teams to strengthen relationships and deliver investment strategies.

The Portfolio Analyst supports the management of client portfolios by performing investment analysis, portfolio monitoring, and coordinating trade activities to align with client objectives and market conditions.

The Private Client Relationship Associate will provide personalized client service, manage accounts, assist with cash management, and coordinate workflows with internal teams.

The HR Analyst supports HR operations by managing Workday HRIS, processing employee transactions, analyzing HR data, and improving HR processes.

The Senior Client Accounting Associate manages accounting needs for high net worth clients, prepares financial reports, oversees tax matters, and communicates with clients regarding financial activities.

The Strategic Advisor will provide holistic financial guidance, manage client relationships, and coordinate with various advisors on wealth management planning topics.

The Senior Financial Analyst will engage in financial reporting, analysis, forecasting, and support various FP&A projects while fostering collaboration.

As an Investment Compliance Analyst, you will manage trading controls, monitor compliance, prepare reports, collaborate with teams, and enhance compliance processes.

The Business Development Associate supports sales efforts by managing pipeline development, client relations, and coordination of sales activities, primarily in the asset management sector.