The Individual Financial Consultant provides retirement education, advice on investment needs, and manages client interactions to ensure a good experience and meet sales goals.

This role involves supporting sanctions compliance through risk assessments, developing training materials, auditing, and providing guidance on compliance issues.

This role involves creating promotional materials, analyzing market data, developing marketing strategies, and maintaining relationships with clients and suppliers. The position requires 3+ years of experience in marketing and involves both independent work and collaboration with teams.

The Sr. Manager, Monitoring and Analytics will execute monitoring controls, develop analytics frameworks, and collaborate with various teams to ensure accurate reporting and issue resolution.

The Third Party Wealth Consultant provides servicing to Third Party Advisors, supports operations, and processes related forms and agreements.

The Customer Resolution Manager addresses customer complaints and ensures positive experiences by auditing calls, collaborating with departments, and analyzing complaints.

Lead due diligence, underwriting, and asset management for private infrastructure fund and co-investment opportunities. Direct deal teams, build financial models, negotiate legal terms, represent firm on boards and LPACs, monitor portfolio performance, and collaborate with legal, compliance, and portfolio managers to drive value creation and downside protection.

Support origination, underwriting, due diligence, and portfolio management for private equity infrastructure investments. Perform financial modeling, asset-level due diligence, valuation, market and risk analysis, prepare investment committee and board materials, monitor portfolio performance, and support sales/product distribution efforts.

Lead investment accounting activities including month-end and quarter-end close, GAAP-compliant reporting, audits, account reconciliations, financial analysis, and portfolio performance calculations. Provide technical guidance to junior accountants, support SOX controls, participate in system/process improvements and strategic projects, and collaborate with asset and portfolio management on transactions and valuation matters.

The Third-Party Wealth Sr. Manager supervises call center operations, enhances processes, manages employee lifecycle, and drives asset growth in retirement products.

Partner with Wealth Management Advisors to manage a book of high-net-worth clients, support implementation of financial plans, coordinate asset consolidation, deepen client relationships, and help grow advisor practices. Obtain required licenses/registrations within 120 days and deliver client service and operational leadership under moderate supervision.

The Wealth Advisor works with clients to create tailored financial plans, manage investment strategies, and grow business through referrals while meeting sales targets.

The Wealth Client Relationship Manager supports advisors and high-net worth clients, managing relationships and coordinating financial planning and asset consolidation.

The Senior Financial Planner creates and reviews financial plans for wealth management clients, providing support to advising teams, and coaching new advisors.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage an assigned book, support financial plan implementation, coordinate asset consolidation, and deliver investment and planning solutions while obtaining required registrations and licenses.

The Wealth Management Client Relationship Manager partners with advisors to support high-net-worth clients, enhancing client relationships and implementing financial solutions.

The Director of Life Taxation leads tax strategy, compliance, and reporting, manages tax staff, and ensures regulatory adherence. Responsibilities include overseeing tax returns, liaising with stakeholders, and mentoring junior employees.

The Financial Planner prepares accurate financial plans, assists wealth management teams, responds to inquiries, and reviews plans to ensure quality standards are met.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships, manage an assigned book, support implementation of financial plans, coordinate asset consolidation, and obtain required licenses and FINRA registrations within 120 days.

The Manager, Internal Audit oversees internal audit services, conducts complex audits, manages project teams, and evaluates the adequacy of internal controls while providing remediation recommendations.