GENERAL JOB DESCRIPTION. The Senior Investment Operations Specialist is responsible for trade settlements and trade reconciliations, the quarterly reporting process, account billing process, contributions and client requests. This role provides both strategic and tactical perspectives to ensure the Investment Operations team efficiently meets the front, middle, and back-office needs of the firm. Relationship manager and primary point of contact t...
GENERAL JOB DESCRIPTION. The manager provides strategic partnership, analysis, management-level reporting, and objective guidance to senior management and market leaders. The Forecast, Planning & Analysis (FPA) group, in conjunction with the FPA Manager, partners with senior management and market leaders to identify and analyze Company historical financial performance and budgeted vs. forecasted information, including risks and opportunities, pot...
GENERAL JOB DESCRIPTION. This position will reside within the Compliance department and collaborate with the Chief Compliance Officer (CCO) and the rest of the Compliance Team to support the Compliance Program. The Marketing Review Specialist will lead the compliance efforts related to advertising review in compliance with Rule 206(4)-1 under the Investment Advisers Act of 1940. Additional responsibilities can vary based on needed support for the...
. . GENERAL JOB DESCRIPTION. The Tax Specialist in the Tax Department is responsible for supporting all tax services provided to clients and contributing as a key member of the Tax team. Under the direction of a Senior Tax Advisor & Team Leader, the Tax Specialist helps to prepare individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns, as well as, ...
GENERAL JOB DESCRIPTION. Active member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team members on various client requests and decisions for MAI Wealth Management clients. . MAJOR DUTIES AND RESPONSIBILITIES. Responsible for training, coaching, and reviewing new Client Service Specialist work. M...
. . . GENERAL JOB DESCRIPTION. The Sr. Wealth Advisor will be responsible for supporting and implementing MAI’s full service approach towards comprehensive wealth management. This person will manage high net worth client relationships by providing financial guidance and developing individualized plans tailored to client needs. . . MAJOR DUTIES AND RESPONSIBILITIES. Serve as the primary contact in supporting client’s overall financial planning nee...
. . GENERAL JOB DESCRIPTION. The Tax Advisor in the Tax Department is responsible for the preparation and review of individual, trust, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, Canadian, FBAR, general excise/use, and personal property tax returns, as well as, annual reports for a wide variety of high-net-worth clients, including professional athletes. The Tax Advisor also supervises the preparation of financial statements...
GENERAL JOB DESCRIPTION. The Operations Specialist is responsible for processing and onboarding MAI and Outside Fund accounts. This role also provides tactical perspectives to ensure the Investment Operations team efficiently meets the front, middle, and back-office needs of the firm. The Operations Specialist partners with other team members, along with the Operations Team Leader, to execute a varied and diverse set of tasks to meet client needs...
GENERAL JOB DESCRIPTION. The Employee Benefits Specialist is an active member of the Employee Benefits Group. In this role, they will assist the Employee Benefits team with account-related service, new business matters, account set-up and overall client service requests for MAI Employee Benefits clients. . MAJOR DUTIES AND RESPONSIBILITIES. Responsible for all service-related matters to meet the needs and requests of Employee Benefits clients and...
. . . GENERAL JOB DESCRIPTION. The Tax Specialist in the Tax Department is responsible for supporting all tax services provided to clients and contributing as a key member of the Tax team. Under the direction of a Senior Tax Advisor & Team Leader, the Tax Specialist helps to prepare individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns, as well as...
. GENERAL JOB DESCRIPTION. We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, t...
