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• Serve as lead tax advisor to asset management clients, advising on partnership taxation, fund structuring, and compliance.
• Drive business development and practice growth within the asset management and alternative investment marketplace.
• Lead, mentor, and develop tax professionals while fostering a culture of collaboration and technical excellence.

Cherry Bekaert is a top U.S. assurance, tax, and advisory firm focused on the middle market with a digitally driven, industry-aligned strategy. Recognized by Accounting Today as a Best Tech Firm in AI governance and data strategy, it operates across all 50 states and internationally, fostering an entrepreneurial culture with professional development and flexible work arrangements.

• Own Trust Services strategy, revenue, and budget, including partner model and capability roadmap.
• Lead independent trust company selection, contracting, and performance oversight with scorecards.
• Serve as trust subject matter expert, advising advisors and clients on trust design and adoption.

Mercer Advisors is an independent fiduciary helping families manage their financial lives through integrated planning, investment, tax, estate, and insurance services. With over 42,800 families served and ranked #1 RIA by Barron's, the firm offers a flexible, national workplace where more than half of employees are women.

• Lead the fundraising team and strategy to secure $20M+ in philanthropic capital annually.
• Cultivate trust-based relationships with high-diligence funders and translate data-driven impact into compelling cases for support.
• Manage and grow a team, building systems and processes for sustainable growth.

Recidiviz is a nonprofit that uses data and technology to reform the criminal justice system. The organization has an entrepreneurial culture and is scaling rapidly to increase its impact.

• Proactively engage with new leads and existing donors through multiple channels, meeting weekly, monthly, quarterly, and annual goals for calls, emails, appointments, solicitations, and revenue growth.
• Qualify current online donors to identify high-capacity supporters, actively prospect for new donor opportunities, and maintain accurate donor records in CRM.
• Build and manage strong donor relationships at PragerU events and collaborate with the in-house development team to support fundraising strategies.

We promote American values through educational videos for people of all ages. We're proud to be voted among the 'Best Place to Work in Los Angeles' by the LA Business Journal 4 years in a row.

• Lead a team of five IR associates, coaching them and owning their results.
• Own the firm's family office relationships, including senior relationships and new regions.
• Set a quality bar for every deal the team sends and report weekly numbers to both founders.

Pairs is a vetted private capital network connecting breakout founders with family offices, VCs, and strategic investors, earning fees from founders, not rounds. It is a small, founder-led team of five IR associates focused on trust, discretion, and a people-first culture.

• Build strong relationships with society boards, staff, and volunteer leaders, and understand each society's governance and market context.
• Support annual business planning, monitor progress on funded initiatives, and connect societies to relevant CFA Institute resources.
• Coordinate with internal teams, support regional events, and escalate complex governance or financial issues to senior colleagues.

CFA Institute is the global leader in investment excellence and ethics, with nearly 200,000 charterholders across 160 markets. We are a globally recognized organization committed to promoting the highest standards of ethics and professional excellence in the investment industry.

• Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
• Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
• Manage practice behind the scenes: client events, budget, and COI relationships.

Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.

• Own business development end to end, from sourcing and pitching to closing and the initial onboarding of each engagement.
• Serve as the CEO's thought partner and number-two operator, building systems and processes for a repeatable pipeline.
• Manage senior client relationships and act as connective tissue between clients and delivery teams during kickoff.

NewWorld Inc. is a strategy and communications firm that builds and delivers command centers and client shows. The company operates with a fast-moving, collaborative culture where business development and delivery are tightly connected.

• Lead complex and high-stakes client work, translating scope into high-impact delivery.
• Drive business development and account growth through expansion and net-new sales.
• Contribute to practice and firm leadership by evolving IP and developing people.

Kotter helps organizations turn strategy into results through consulting and training offerings. It is a small firm with a collaborative, growth-oriented culture.

• Develop and execute annual strategic plans for assigned accounts and territory to grow Harbor's presence in the legal sector.
• Identify and expand whitespace opportunities within large law firms and corporate legal departments to drive revenue growth.
• Build C-level relationships, collaborate with cross-functional teams, and maintain accurate pipeline forecasts to close new business.

Harbor is a provider of expert services across strategy, legal technology, operations, and intelligence, serving leading law firms and corporate law departments. With a globally integrated team of 900+ strategists, technologists, and specialists, the company fosters an inclusive culture with flexible work, professional development, and DEI initiatives.

• Serve as the primary relationship manager for university partners, building trusted relationships with senior leaders.
• Own portfolio health, contract negotiation, and compliance to drive revenue growth and partner satisfaction.
• Lead cross-functional strategic planning to deliver program enhancements and sustainable growth.

2U partners with leading universities and companies to develop and deliver online education programs, operating edX as its global learning platform. Its global employee base is a diverse collection of innovators, dreamers, and doers working together to make learning limitless.

• Own executive relationships and account strategy for enterprise clients, driving renewal and expansion.
• Orchestrate cross-functional teams to deliver against client commitments and business outcomes.
• Identify risks and growth opportunities, creating mitigation plans and repeatable account-management practices.

Correlation One is the largest provider of AI and data workforce development programs globally, having trained over 500,000 professionals across 11 countries. We partner with Fortune 500 enterprises and government agencies, empowering individuals and embracing diversity through our core mission.

• Develop and shape new client engagements for Harbor's Knowledge & Research Services practice across the legal market.
• Own scoping, proposals, commercial models, and pipeline forecasting in partnership with delivery leaders.
• Oversee market-facing programs including BLISS and LINKS, lead thought leadership, and represent Harbor at industry events.

Harbor is a provider of expert services across strategy, legal technology, operations, and intelligence for law firms and corporations. Their globally integrated team of 900+ professionals emphasizes deep knowledge, relationships, and mutual respect.

• Develop long-term client relationships with tax and finance leaders at F250 tax credit buyers and tax equity investors.
• Build net new relationships through conferences, networking, outreach, and partnerships.
• Serve as a trusted advisor, helping clients build their tax credit investing strategy.

Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. They have raised $77 million from top investors and are scaling quickly with a remote-first culture.

• Lead a new business unit as Managing Director, owning strategy, client relationships, quality, and financial performance.
• Originate and grow your book of business, bringing relationships to Infinity and expanding them.
• Direct AI-driven tooling with engineering and product teams while building a lean team as the practice grows.

Infinity Constellation pairs credentialed practitioners with an AI-driven backbone to build independent professional services business units. It is a small, growing network of lean teams, not a headcount-heavy firm.

• Lead strategic growth initiatives across asset management, wealth solutions, and financial technology to deliver measurable business outcomes.
• Develop and commercialize tax-aware investing, customized portfolios, and integrated investment capabilities for advisors and partners.
• Collaborate with senior leaders across investments, product, technology, and distribution to launch scalable solutions and strengthen client relationships.

This financial services firm provides asset management and wealth solutions, driving growth through investment innovation and technology. The organization values collaboration, flexibility, and employee well-being, supporting a fully remote workforce.

• Manage a portfolio of nonprofit clients, ensuring seamless delivery of strategic services and operational support.
• Oversee Asana queues, assign deliverables, and maintain quality control for subject-matter expert contributions.
• Contribute to data analysis, prospect research, and business development activities to support team goals.

Aperio provides strategic consulting and operational support to nonprofit organizations. The firm maintains a collaborative, remote-first culture focused on client success and innovation.

• Drive flawless fund accounting and client service delivery across multiple pods.
• Ensure accurate deliverables, compliance, and year-end audit/tax processes.
• Develop and mentor a high-performing team, fostering a positive culture and client relationships.

Formulary is a technology-driven fund administration services firm focused on private markets. As an early-stage startup, they are building a category-defining business with a culture of high performance and inclusivity.

• Lead a portfolio of pharma accounts, driving retention, expansion, and revenue growth.
• Manage and mentor a team of Client Services Managers, fostering a high-performance culture.
• Partner with clients to understand brand strategies and deliver measurable ROI.

Impiricus is the first and only AI-powered HCP Engagement Engine, ethically connecting healthcare professionals to pharma resources. Founded by a physician and a pharma executive, the company is the fastest-growing in North America per Deloitte's 2025 Fast 500 list, guided by a council of 2000+ HCP advisors.

• Develop and implement strategies to broaden and deepen major donor support in the region.
• Manage a portfolio of approximately 150 major donors and foundations through cultivation, solicitation, and stewardship.
• Collaborate with global leaders and events teams to design donor engagement opportunities and regional events.

International Justice Mission is the global leader in protecting vulnerable people from violence around the world. Our team of over 1,200 professionals works worldwide in over 30 offices, and we are a global community that cares for one another.