Job Summary: A skilled professional with 5+ years of experience in wealth management operations, preferably with familiarity with a variety of custodians. This individual must be a strategic thinker, problem solver, and a team player. The NEW Custodial Operations...
Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...
Job Summary: This role encompasses leading sourcing, evaluation and analysis of prospective fund investments, direct deals and co-investments for our Family Office Alternative Investment Platform. This includes sourcing deals and funds across asset classes including...
Job Summary The Sr Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention,...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
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