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The VP of Compensation leads compensation programs across a multi-entity organization, focusing on design, implementation, and management of compensation strategies and structures, ensuring market competitiveness and internal equity.

Lead the firm's accounting function across multiple entities: own monthly/quarterly close, internal controls and SOX reporting, audit coordination, fee billing, and ERP/system transformation (Workday). Manage and develop onshore and offshore accounting teams and deliver accurate financials for CFO and leadership.

The Lead Portfolio Manager will build and execute trades for 7,000+ client accounts, resolve trade issues, and automate processes using Visual Basic and Python.

The Wealth Advisor leads client-focused financial planning, develops investment strategies, partners with teams for business growth, and ensures superior client experiences in wealth management.

The Associate Wealth Advisor partners with Wealth Advisors to create personalized financial plans and maintain client relationships, focusing on investments, risk management, and compliance.

Support Wealth Advisors by creating and presenting financial plans, developing tax/estate/insurance strategies, executing investment and trading recommendations, managing client communications in CRM, and leading select client relationships while collaborating on advisory team initiatives.

The Senior Associate in FP&A will manage financial analyses, budgeting processes, and project management while developing executive-level presentations.

Partner with Wealth Advisors to create and present comprehensive financial plans, model complex client situations, lead client communications, manage prospect pipelines and onboarding, develop planning recommendations across retirement, tax, estate, risk, and investments, and collaborate with portfolio management to approve and execute portfolios and trades.

The IT Project Manager leads project delivery by coordinating resources, managing risks, and ensuring alignment with strategic objectives while maintaining stakeholder satisfaction.

The Associate Wealth Advisor supports Wealth Advisors in developing personalized financial plans, client communication, investment strategies, and overall client service.