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The Associate Wealth Advisor collaborates with Wealth Advisors to provide personalized wealth advice, manage client relationships, and create financial strategies involving retirement, risk, tax, estate, and investment planning.

The role involves corporate governance, managing equity matters, financing and securities tasks, and supporting intellectual property efforts.

The Hybrid Wholesaler manages relationships with financial advisors, driving asset growth through engagement and education about products and market strategies.

The Data Services Specialist ensures data integrity in client information, processes requests, conducts data analysis, and communicates solutions effectively.

The Associate Wealth Advisor assists in creating and implementing personalized financial plans for clients, focusing on investment strategies, financial goals, and compliance requirements while supporting Wealth Advisors in client relations.

Serve as a VP on a client relationship team for ultra-high-net-worth clients, managing investment and financial plans, preparing meeting materials, responding to client requests, improving processes, and supporting new business development.

Provide legal support for private funds business, manage compliance, and coordinate with outside counsel on transactions and projects.

Provide day-to-day support, configuration, testing, reporting, and documentation for Workday Financials. Assist finance stakeholders, participate in releases, run financial reports, support close processes, and partner on enhancements and integrations.

Responsible for leading the trading function, managing execution excellence, modernizing the operating model, and ensuring compliance and risk management within a trading environment. Will mentor a team and drive technology improvements.

The Business Services Administrator aids mailroom processes and provides operational support, including mail handling, supply management, and off-site tasks.