This position is based out of our Fort Myers, FL location and is eligible for a hybrid schedule after the probationary period. JOB OVERVIEW. The Client Services Associate services and guides existing clients and investment sponsors through processes related to completing self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to ...
This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period. Job Overview. The Operations Associate II, Bill Pay/Asset Delivery handles all client requests related to retirement account distributions, bill payments, and internal movement requests accurately, timely and in accordance with documented procedures. Develops and enhances the client experience by providing superior customer s...
This position is based out of our Fort Myers, FL location and is eligible for a hybrid schedule after the probationary period. Job Overview. The Quality Assurance Associate reviews and provides approvals for new investments to be onboarded. Works across departments on reviewing various transactions and sales opportunities. Records errors found while processing transaction approvals. Supports the Quality Assurance Leads by monitoring the team inbo...
This position is based out of our Fort Myers, FL location and is eligible for a hybrid schedule after the probationary period. Job Overview. The Quality Assurance Associate reviews and provides approvals for new investments to be onboarded. Works across departments on reviewing various transactions and sales opportunities. Records errors found while processing transaction approvals. Supports the Quality Assurance Leads by monitoring the team inbo...
This position is eligible for a hybrid schedule out of our Westlake OH, Denver CO, or Dallas TX locations. JOB OVERVIEW. The Operations Associate role provides institutional broker dealer operations support. This entails client onboarding, asset movement, trade settlement, and establishment and servicing of investment accounts. The role includes a multitude of processing functions from the opening of an account to the transfer of assets, depositi...
This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period. JOB OVERVIEW. The Beneficiary Client Service Analyst demonstrates an advanced understanding of Retirement Accounts, the inherited IRA process, serves as a subject matter expert to our client’s, and provides a single point of contact to ensure an outstanding client experience. Works closely with Operations Management, Legal, C...
This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period. JOB OVERVIEW. The Director, Performance Marketing plays a pivotal role in driving customer acquisition, revenue growth, and overall marketing ROI. Responsible for developing and executing data-driven strategies across digital channels, managing a high-performing team, and collaborating closely with cross-functional stakeholde...
This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period. JOB OVERVIEW. The Project Manager II manages multiple approved projects concurrently as assigned, taking them through the full project lifecycle including scope, estimation, execution, implementation, and support. Provides project management and systems development processes across the Company. The ideal candidate will be fle...
