Execute fiduciary governance routines, oversight processes, and administrative controls across wealth and asset management functions.
Coordinate fiduciary-related audits, reviews, regulatory activities, and issue remediation tracking to ensure timely resolution.
Develop and maintain governance reporting, dashboards, analytics, and performance metrics to support effective oversight and decision-making.
This company operates in the financial services sector, focusing on wealth and asset management. The organization emphasizes governance, risk oversight, and operational excellence, fostering a culture of accountability and continuous improvement.
Execute and support daily trading activities across client portfolios, ensuring accurate and efficient investment operations.
Oversee trade settlement, cash movements, and portfolio rebalancing while coordinating with custodians and brokers.
Support operational due diligence, investor reporting, and process improvements to enhance scalability and efficiency.
The partner company is a growing alternative investment organization focused on investment execution and operational excellence. It offers a collaborative and entrepreneurial work environment with a focus on building scalable solutions.
Design, build, and manage profitable trading strategies as part of a multi-disciplinary team.
Work closely with senior traders on multiple strategies across quantitative trading space.
Take a central decision-making role in overnight trading strategies quickly.
GTS is a quantitative trading firm that leverages technology and AI to bring efficiency to financial markets. It accounts for 3-5% of daily cash equities volume in the U.S. and is a leading Designated Market Maker at the NYSE.
Manage budget builds, monthly variance analysis, and performance reporting for institutional investors.
Leverage Excel, Sigma, and AI tools to analyze portfolio data, identify trends, and optimize NOI, occupancy, and revenue.
Support hold/sell decisions, portfolio expansion, and cross-functional collaboration with accounting, operations, and data teams.
Roofstock is the leading end-to-end investment platform for single-family rental homes, making real estate investing radically accessible. With a talented team of 750+ employees, a collaborative culture, and recent Series E funding of $240 million, the company has offices in California, Texas, and New York, plus many remote opportunities.
Provide market intelligence on bolt-on targets, competitive landscape, and valuation context within your subsector.
Make introductions to founders, family owners, and senior executives in your existing network.
Review confidential information memoranda and management presentations for sector-specific operating fit and risk.
Fireclay Partners is a veteran-owned middle market M&A and buy side advisory firm based in Kansas City, serving private equity sponsors and family-owned businesses. The firm partners with industry advisors and has a bench of senior operators, reflecting a diverse team committed to equal opportunity.
Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
Explain and ensure customers understand product options for routine inquiries and make recommendations.
Work with relationship managers and fulfillment analysts to initiate product requests.
Transamerica is a financial services company that provides insurance, retirement, and investment solutions to help people create financial freedom. With nearly 7,000 employees and as part of Aegon, they foster a collaborative, diverse, and inclusive culture focused on work-life balance and personal growth.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Lead the company's inorganic growth strategy, shaping and executing M&A, investments, and partnerships to accelerate growth and enhance shareholder value.
Serve as a trusted advisor to executive leadership and the Board, providing strategic insights on market trends and competitive dynamics.
Drive disciplined execution from opportunity assessment through integration, ensuring alignment with business strategy and long-term value creation.
Hyland is the pioneer of the Content Innovation Cloud™, delivering ubiquitous enterprise intelligence to organizations with solutions that unlock actionable insights and drive automation. With nearly 4,000 employees, Hyland fosters an employee-centric culture that values diversity, inclusion, and community engagement.
Own end-to-end credit strategy, risk modeling, and portfolio performance for embedded lending products, ensuring seamless translation of data into underwriting decisions.
Drive data integrity, source new signals, and build monitoring frameworks to optimize approval rates and loss performance across all credit products.
Lead a team of seven risk specialists, fostering analytical rigor and accountability while collaborating cross-functionally with Product, Engineering, and Capital Markets.
Pipe builds embedded capital for small businesses through credit products inside software platforms like vertical SaaS and marketplaces. It is a remote-first team with 250% ARR growth year over year, partnerships with major brands like Uber Eats, and a culture of high trust and no ego.
Manage the end-to-end onboarding experience for 401(k) plans, including new plan setups and conversions from existing providers.
Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, guiding them through complex multi-step processes.
Monitor performance against key benchmarks and partner cross-functionally with Sales, Operations, and Legal to resolve issues and improve the client experience.
Gusto is a payroll, benefits, and HR platform that helps small businesses manage the hard stuff so owners can focus on their craft. With teams in Denver, San Francisco, and New York, the company supports over 500,000 small businesses and is building a workplace that reflects the people it serves.