Responsible for managing transition strategies and implementing plans for newly integrated offices.
Drive smooth transitions of accounts into centralized investment strategies, establish and manage transition timelines, and oversee initial relationships.
Ensure adherence to defined strategy guidelines and client-specific constraints.
Design and implement OCIO operating procedures, workflows, and controls.
Own OCIO investment operations including trading coordination, cash movements, and reconciliations.
Manage relationships with custodians, fund administrators, OMS/IBOR providers, and data vendors.
They believe in giving associates progressive opportunities while actively nurturing professional growth and giving back to the community. They are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.
Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients
Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients
Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today they serve over 31,300 families in more than 90 cities across the U.S. and their employee base and client-facing team are composed of 50% women, reflecting their commitment to diversity.
Coordinate delivery portfolio planning, tracking and reporting practices.
Ensure cross-functional alignment on program goals and timelines.
Facilitate quarterly planning meetings with cross-functional teams.
Backblaze is the object storage leader in the open cloud movement, fueling customer success with cloud storage built purposefully to unlock budgets, unburden administrators, and unleash innovators. Founded in 2007, Backblaze generates over $100m in revenue and is the leading specialized storage cloud - managing over three billion gigabytes of data storage for 500K+ customers in 175+ countries.
Own and grow a portfolio of high-value accounts, with a core focus on driving AUM and trading activity
Drive a proactive, strategic approach to account growth by identifying and executing on expansion opportunities across existing partners
Run account strategy, campaigns, and engagement plans to deepen relationships and increase usage
Kraken is on a mission to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. As a fully remote company, Kraken has Krakenites in 70+ countries who speak over 50 languages and are industry pioneers developing premium crypto products.
Collaborate with Trading Operations, Risk, and Data Science to define and execute the trade, risk, and operations roadmap.
Improve the day to day trading experience and lead improvements for the product experience directly related to risk and trading.
Build and manage tools that empower Risk Operations teams to update rules and manage queues independently.
Acorns is a financial wellness app that helps everyday people and families save and invest money for the long term. Since 2014, Acorns has grown into a global company with multiple life-stage products serving the needs of kids, teens, adults, and parents.
Advise and consult with senior leaders on industry and government trends.
Nurture a detailed understanding of our key client's mission and priorities.
Provide oversight and coaching to complex program business development and delivery teams.
Cayuse helps organizations streamline research administration, compliance, and intellectual property management. They focus on building long-term, trusting relationships with their key clients and are true leaders and are the core of growth strategy and Client relationship management.