Own and deepen relationships with a wide range of stakeholders at Charles Schwab, serving as a trusted strategic partner.
Lead zero-to-one initiatives, driving execution across ambiguous environments and ensuring measurable business impact.
Serve as the voice of the customer in product roadmap discussions, influencing priorities and aligning internal teams.
Wealth.com is the industry’s leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. The company has been widely recognized for innovation and leadership, and is proud to be certified as a Great Place to Work®.
Build and maintain strategic relationships with field distribution teams.
Network extensively across the financial services landscape to identify new distribution opportunities.
Deliver compelling presentations of Vestmark's value proposition to field distribution audiences.
Vestmark is an equal opportunity employer committed to creating an inclusive environment. They take a market-based approach to compensation and offer equity-based grants for all new hires and company-paid medical premiums of 90%.
Provide strategic, project-based leadership as a Fractional COO to alternative investment firms.
Oversee front-to-back office operations including finance, compliance, and technology.
Drive operational efficiency, process improvement, and cost optimization initiatives.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit. It has a network of 700+ vetted advisors and 15+ years of alternatives-specific recruiting, with a team of experienced operators.
Manage sales and relationships for complex accounts within the RIA and Regional Bank channels.
Serve as a consultant to clients, providing recommendations on T. Rowe Price strategies and solutions.
Promote the distribution of TRPIS/TRPA investment management strategies across multiple solutions.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term. The company fosters a collaborative culture that respects and values differences, employing associates who share a spirit of generosity.
Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Join a curated network of senior operators supporting hedge funds, private equity firms, and family offices on project-based engagements.
Provide strategic, project-based leadership as a CFO with deep credit background, optimizing finance infrastructure, reporting, and controls.
Engage in client work focused on credit-focused hedge funds and alternative managers, with hands-on knowledge of Bloomberg AIM and derivatives.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit across five services. The company draws on a network of 700+ vetted advisors and 600+ coaches, with a team that has run alternative investment firms at the highest levels.
Develop and execute business development and growth strategies for alternative investment firms.
Support market positioning, relationship management, and strategic partnership initiatives.
Advise on pipeline development, competitive positioning, and business expansion strategies.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit across five services. The team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs, combining operator experience with 15+ years of alternatives-specific recruiting and a network of 700+ vetted advisors.
Create new business opportunities and build relationships with financial institutions.
Manage named accounts and develop account plans for winning and expanding business.
Forecast accurately and manage complex sales campaigns from introduction to closure.
SS&C is a leading financial services and healthcare technology company based on revenue, headquartered in Windsor, Connecticut. They have 27,000+ employees in 35 countries, serving 20,000 organizations from large enterprises to small and mid-market firms.
Drive business development through client meetings, presentations, and thought leadership.
Review estate planning documents and provide strategic recommendations to enhance client planning.
Serve as an in-house resource on tax and estate planning for wealth management teams nationwide.
Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA by Barron's, it offers a flexible, national workplace where over half of employees are women.
Analyze market microstructure and support internal risk dashboards and analytical tools.
Crypto.com serves more than 80 million customers and is the world's fastest growing global cryptocurrency platform, founded in 2016. It is committed to accelerating cryptocurrency adoption through innovation and empowering a diverse community, with a culture that values diversity, inclusion, and equal opportunities.
Participate in pre-LOI diligence, providing a formal assessment and "vote" on fit.
Build the first draft of the firm-specific success plan before close, including the value creation framework.
Own the post-close value creation plan for each assigned firm: repricing, organic growth initiatives, capability adoption, and synergy capture tied to deal terms.
Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They integrate financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Mercer Advisors serves over 31,300 families across 90+ cities across the U.S.
Leading the planning and production of key prudential deliverables to ensure financial risk is managed within appetite.
Owning ICAAP, recovery planning, and resolution assessment frameworks to meet regulatory requirements.
Managing a high-performing team and delivering critical insights to senior stakeholders across the business.
Monzo is a digital bank on a mission to simplify banking and make money work for everyone, offering accounts, savings, investments, and pensions. They foster an inclusive, innovative culture focused on customer experience and financial education.