Part of the operations team responsible for client relationship management across multiple offices.
Prepare related forms, process trades, and assist with client onboarding and maintenance paperwork.
Assist with multiple projects while ensuring compliance with firm requirements and developing marketing efforts.
Choreo is a wealth management firm servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we foster a collaborative and inclusive culture.
Provide concierge-level service, communicating investment strategies and proactively updating wealth advisor teams on portfolio implementations.
Manage complex portfolio transitions and implementations for high net worth clients, ensuring strategic alignment and exceptional client experience.
Collaborate with cross-functional teams to optimize processes, audit outcomes, and support organic growth through investment deliverables for prospective clients.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. With over 40 years of experience, they serve 42,800+ families across 110+ cities and are ranked #1 RIA firm by Barron's for two consecutive years, with a diverse and flexible workforce.
Supervise and direct the work of performance reporting professionals, including performance appraisals and disciplinary actions.
Monitor and manage workflow to meet client obligations and deadlines, and mentor analysts on performance calculation issues.
Identify opportunities to enhance team efficiency, verify data, and assist with performance reporting projects.
We are an investment advisory firm providing fiduciary services and investment management. We have a collaborative culture with long-tenured employees and a focus on service and quality.
Support Sky Road product suite client trade workflows, onboarding, and troubleshooting daily support issues.
Document and develop enhanced support processes for trade workflows, templates, and permission models.
Coordinate with project management and development teams to ensure client experience success.
Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, professionals across hedge fund, investment banking, management consulting, and law firm verticals rely on Octus to make confident decisions in fast-moving credit markets, and the company hires growth-minded innovators globally.
Lead and oversee a team of Portfolio Consultants, driving strategic alignment and exceptional service delivery.
Manage investment portfolios, communicate investment philosophy, and ensure efficient workflows and processes.
Demonstrate expertise in capital markets, portfolio design, and financial services with a focus on continuous improvement.
Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.
Provide high-quality support to enterprise-level clients on order entry, execution, and trading issues.
Monitor client trading activity for anomalies and stay informed on market developments and corporate actions.
Collaborate with trading desks, IT, and compliance teams to resolve issues and ensure regulatory compliance.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure, offering APIs for stocks, ETFs, options, crypto, and more to financial institutions across 40 countries. With 400+ team members globally, they are a diverse, remote-first group committed to open-source and opening financial services to everyone.
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts.
Nurture long-standing client relationships, onboard new accounts, and coordinate account opening processes.
Direct Trust Administrators in processing trades, transfers, and reconciliations while ensuring compliance and audit readiness.
Newport helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services. The company fosters a collaborative, idea-sharing environment with professional development and generous reward programs.
Perform supervisory reviews and approvals of client accounts and transactions requiring oversight.
Research and resolve complex account, suitability, and regulatory matters.
Monitor supervisory systems to identify unusual activity and potential risks.
Raymond James is a diversified financial services firm providing wealth management, capital markets, and banking. Founded in 1962, it has a people-first culture and operates across the US, Canada, UK, and Germany.
Evaluate assigned asset classes and conduct due diligence to maintain a focus list of recommended investment strategies.
Collaborate with advisors to create search books and present recommendations to the Enterprise Investment Policy Committee.
Mentor research associates and support client onboarding through portfolio reviews and roadmap development.
Mariner is a wealth advisory firm that evaluates investment strategies and provides recommendations to clients. The company offers an innovative workplace with a culture that fosters camaraderie, teamwork, and professional growth.
Own critical investment reporting, data quality, and portfolio support processes.
Generate reports for senior management, executive committees, rating agencies, regulators, and the Board.
Identify opportunities to improve and automate processes including incorporating AI tools.
Horace Mann provides insurance and financial products for educators, helping them protect assets and plan for retirement. Founded in 1945 by teachers, the company serves over 4,100 school districts nationwide, is publicly traded, and has more than $12 billion in assets.
Conduct fundamental equity research to provide differentiated industry and stock-specific content to institutional investors.
Build and maintain financial forecasts and stock recommendations, and communicate findings to internal and external stakeholders.
Demonstrate subject matter expertise in the Internet sector, analyze financial statements, and author research content.
Wells Fargo is a leading financial services company that provides a diversified set of banking, investment, and mortgage products and services. It has approximately $2.1 trillion in assets and is ranked among the largest corporations in America.
Own the acquisition, advocacy, and retention of high-volume options traders through internal and outbound channels.
Act as the link between product and trader community, evangelizing AI Agents and options tooling.
Work independently with autonomy to bring sophisticated options flow to the platform while meeting regulatory compliance.
Public is building the Agentic Brokerage for serious investors who use AI and diverse asset classes to build their portfolios. Launched in 2019, it has been trusted with billions of dollars in assets from retail investors.
Develop and execute strategic sales initiatives to drive ETF adoption across professional buyer channels.
Cultivate and expand relationships with RIAs, aggregators, model portfolio managers, and institutional consultants.
Serve as a senior representative at client meetings, conferences, and industry events to grow the Virtus ETF franchise.
Virtus ETF Solutions operates a multi-manager ETF platform providing access to active, systematic, fixed income, equity, and alternative strategies. The company is a dynamic, fast-growing organization with a collaborative culture and resources of a large firm.
Provide expert trading support to alternative asset firm and family office clients.
Advise on trade life cycle management, including booking, settlement, and problem resolution.
Assist with regulatory compliance and onboarding of counterparties and trading systems.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, providing full-spectrum talent services from entry to exit. With a team of experienced operators from hedge funds and private equity firms, and a network of 700+ vetted advisors, they deliver credible advice and reliable execution.
Assist clients and broker partners by being the first point of contact on service needs and issues.
Process operational requests such as funds distributions, journals, account updates, and ACATs initiation.
Research and resolve client issues related to forms, transfers, and other operational items.
Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and 24/5 trading. The company is backed by $400 million in funding and has a global team of 400+ members.
Provide operational support for investment functions, products, and services.
Process service requests and transactions within defined timelines and quality standards.
Collect and validate data to produce reports and dashboards for business insights.
The partner company provides operational support for investment activities in a complex financial-services environment. The size and culture of the company are not detailed in the posting.
Develop and manage strategic partnerships with national and regional RIA, Broker-Dealer, recordkeeper, and asset management firms to drive sales growth.
Build and expand relationships with key decision-makers, executing account plans to increase distribution and revenue across assigned accounts.
Monitor industry trends and regulatory developments, providing actionable insights and collaborating cross-functionally with Sales, Marketing, Product, and Operations.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company operates a coast-to-coast network of 19 leading firms.
Daily surveillance and operational tasks for trading and cash management.
Cryptocurrency trade execution monitoring and account management.
Support AML program and drive impactful changes across workflows.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and more. They have a diverse team of 400+ members worldwide and are backed by $400 million in funding.
Support daily trade lifecycle activities for equities, fixed income, and options.
Monitor and troubleshoot FIX connectivity and network issues affecting trading flows.
Assist with client onboarding, certification, and incident resolution.
Our partner is a financial services firm that supports daily trading operations and client connectivity across capital markets. They are a US-based company offering a remote work environment in a collaborative technical team.