Our team had the privilege of attending the 11th Annual Wealth Management Industry Awards, where ASCEND, our specialized program for athletes, entertainers, and influencers, was recognized as a finalist in the Client Initiatives category. It was an inspiring evening...
Job Summary The Operations Manager with ERISApedia is responsible for providing oversight and direction to the ERISApedia business and team members. The successful Operations Manager will understand the ERISApedia product, client base, and industry and will continue...
Job Summary: The Associate Systems Engineer is an integral part of our IT team in ensuring that the company’s technology infrastructure runs smoothly and efficiently. The Associate Systems Engineer is responsible for several tasks related to working on and maintaining...
Job Summary: The Desktop Support Specialist is a hands-on technical role, responsible for working with a team supporting, implementing and maintaining the organization’s IT infrastructure and applications. Location: Midtown East – 5 minute walk from Grand...
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and Dakota Partners. As a Client Service Associate, you will interface with clients and prospective...
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