Filter Jobs
7
Available Jobs
Find your perfect opportunity
Family Office Director
Summary:
About the role The Family Office Director is a new position added in response to the continued growth of our Family Office team and client base. The position has general oversight of a client portfolio and is accountable as part of a team for supporting the development of new and existing client relEmployment Type: Salaried, full-time
Family Office, Senior Client Accountant
Summary:
About the role The Senior Client Accountant provides comprehensive treasury, bookkeeping, and financial reporting services to ultra-high-net-worth families, trusts, foundations, and other investment management clients with complex financial needs. This role oversees key accounting processes, coordinEmployment Type: Salaried, full-time
Senior Trust Compliance Analyst
Summary:
About the role Reporting to the Chief Compliance Officer, this role will conduct compliance monitoring, testing, risk assessments, regulatory reporting, and examination support. The Senior Compliance Analyst will collaborate across the organization to ensure policies, disclosures, and business practEmployment Type: Salaried, full-time
Senior Trust Compliance Analyst
Summary:
About the role Reporting to the Chief Compliance Officer, this role will conduct compliance monitoring, testing, risk assessments, regulatory reporting, and examination support. The Senior Compliance Analyst will collaborate across the organization to ensure policies, disclosures, and business practEmployment Type: Salaried, full-time
Investment Research Analyst
Summary:
About the role As an Investment Research Analyst, you will play a key role in our ability to provide internally managed equity solutions for our institutional and individual clients as you consistently deliver valuable research and insights that drive strong investment performance. This includes genEmployment Type: Salaried, full-time
Director of Operations
Summary:
About the role The Director of Operations serves as a strategic business partner, ensuring operational capabilities evolve alongside the firm's growth. Through strong leadership, data-driven decision making, and effective change management, this individual builds efficient, scalable processes that eEmployment Type: Salaried, full-time
Client Service Manager
Summary:
About the role We are seeking an experienced Client Service Manager to support our relationship management teams by executing administrative and operational activities related to client investment, trust & estate administration, fiduciary, and advisory services. This is a client-focused role requiriEmployment Type: Salaried, full-time