https://JOBS.CORPSTEAM.COM/ en-us
The Trust Specialist works on a centralized team responsible for supporting private asset and trust administration functions, with a focus on servicing complex account structures and ensuring accurate and timely processing of client requests. This includes handling high-volume email requests and inbound calls, processing account onboarding, maintenance, money movement, and recordkeeping within defined service level agreements. Service is provided primarily via phone and digital channels, with no in-person client interaction.

This role is heavily focused on managing requests related to private asset and trust structures, including 8-cap and 9-cap transfer processes, ensuring accurate documentation, follow-up, and completion of transfers.

Responsibilities include coordinating across back-office operations teams, managing the end-to-end transfer process, and generating required new account documentation. The role also involves maintaining accurate records and ensuring all documentation is properly stored in an imaging and document management system.

Key Responsibilities and Duties

• Manage the setup, implementation, and ongoing administration of trust, estate, and private asset accounts
• Process and track account transfers, including 8-cap/9-cap structures, ensuring timely follow-up and completion
• Coordinate with internal operations and back-office teams to facilitate asset movement and account servicing
• Open new accounts and generate required account documentation and forms
• Monitor account activity, transactions, and cash flows for accuracy and completeness
• Maintain detailed records and documentation within imaging systems (e.g., SharePoint, Adobe)
• Ensure compliance with applicable policies, procedures, and regulatory requirements
• Create and distribute reports related to account activity, servicing metrics, and operational updates

 
Qualifications & Skills

• 3–5 years of financial services experience (banking, wealth, or trust/retirement operations preferred).
• Experience may come from either large or small financial institutions
• Knowledge of trust/retirement or complex account structures; 8-cap/9-cap or transfer experience a plus
• Experience with account onboarding, asset movement, and end-to-end transfer processing in a high-volume environment
• Strong attention to detail, organization, and ability to manage multiple time-sensitive requests
• Proficiency with Microsoft Office Suite and documentation systems, with overall strong comfort and adaptability using technology platforms and tools

This role sits within a collaborative team environment supporting a broader wealth and trust operations function, focused on accuracy, responsiveness, and efficient processing of complex account servicing requests
 

Pay Rate: $34.77 – $36.77/hour]]> Thu, 14 May 2026 00:00:00 EDT 1
Overview
Seeking a Database Reporting Analyst to support the management and delivery of consultant database submissions and related reporting for the company’s institutional business. Working under close supervision, this role assists in the accurate and timely completion of database questionnaires, performance reporting, and consultant-facing documentation to support the organization's sales and client retention efforts.

The role requires close collaboration with internal stakeholders to ensure all submissions meet consultant and client specifications and comply with applicable requirements. Given the breadth of the real estate platform — spanning core, value-add, opportunistic, debt, and listed real estate strategies — a meaningful portion of this role is dedicated to supporting real estate-specific database submissions and reporting.

Key Responsibilities and Duties

• The Analyst supports consultant database projects from initial intake through final submission, ensuring accuracy and adherence to deadlines. 
• Support populating databases for private capital strategies – including private equity, private credit, real estate, and real assets – covering fund-level performance, capital activity, and consultant/investor disclosures. 
• The role involves drafting and updating responses to consultant database questionnaires in alignment with current firm messaging and sales strategy.
• The Analyst attends meetings with subject matter experts across investment, compliance, and marketing teams to ensure that content accurately reflects the organization's positioning for each relevant strategy or product. 
• Building strong relationships with key internal business partners and stakeholders is an essential component of the role. 
• The Analyst is responsible for maintaining and refreshing database content with updated performance data, organizational information.  
• Additionally, the role contributes to identifying and documenting opportunities to improve workflows and content quality across the database reporting cycle.

Requirements

• Prior experience in asset management, financial services, or a related field is required. 
• Experience in alternative investment reporting across private capital strategies — covering fund-level performance, capital activity, and consultant and investor disclosures is preferred. 
• Candidates with direct exposure to real estate investment reporting, open-end or closed-end real estate fund structures, and property-level performance attribution, are strongly preferred. 
• Familiarity with consultant databases, RFP processes, or investment writing is expected, and experience with consultant platforms is considered a meaningful advantage.
• University degree preferred

Pay Rate- $53.15- $55.15/hour 

 ]]> Thu, 14 May 2026 00:00:00 EDT 1
Job Description:
The Immigration role provides input on the design, implementation and administration of immigration and other HR compliance programs, policies, and procedures in accordance with the organization’s strategy. This role will collaborate with HR business partners, Legal and external immigration counsel to provide efficient experience to associates with employment-based visas. This role will also provide support for other HR compliance programs and/or processes.

Key Responsibilities and Duties:

• Responsible for case coordination, document collection, process tracking, and maintaining immigration compliance documentation.
• Coordinates employment-based immigration cases including, but not limited to, H-1B, L-1, TN, and permanent residency processes.
• Serve as a liaison between employees, HR partners, hiring managers, and external immigration counsel.
• Ensures accurate tracking and monitoring of immigration case progress to ensure deadlines are met.
• Collect and review employee documentation required for visa petitions.
• Support maintenance of Public Access Files (PAFs) and other compliance documentation as required.
• Collaborates with internal Legal team to monitor legislative updates and changes to state and federal laws to ensure organizational compliance and to assess any impacts on the organization’s policies and practices.
• Respond to employee inquiries regarding immigration processes and timelines.
• Provide general guidance (non-Legal) on immigration procedures and company policies.
• Assist with immigration reporting and data requests from HR leadership.
• Support immigration program audits and documentation reviews.
• Identifies opportunities to improve immigration processes and workflows.
• Provides leadership and/or consultation on other HR special projects and/or initiatives.

 
Required Qualifications:

• 5+ years of supporting immigration programs

Preferred Qualifications:

• Experience working with immigration law firms or HR immigration programs and HR hiring/onboarding compliance. 
• Strong organizational and project coordination skills.
• Excellent attention to detail and ability to manage multiple deadlines.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint).
• Experience with Workday is a plus! 
• Strong verbal and written communication and presentation skills.
  • Ability to effectively deliver solutions in a fast-paced environment and prioritize workload.

Pay Rate $38.24 per hour
 ]]> Wed, 13 May 2026 00:00:00 EDT 1
This role is responsible for managing updates of existing marketing collateral, campaigns, digital/web and social media content, with a primary focus on ETFs. The Generalist team partners with the Public Product Positioning team to create new content and messaging for product launches, campaigns and strategic initiatives. The team also partners with the Marketing Services team to oversee content and updates throughout the full suite of materials.

Product marketing is responsible for supporting all actively marketed products throughout their entire lifecycle – from conception, to launch, to growth and promotion, as well as closures and mergers. The team creates standard materials for the full suite of products and campaign content for highly promoted products. The team supports U.S. and non-U.S. distribution channels and partners closely with marketing colleagues globally in order to provide an integrated marketing approach. The position requires very close collaboration with members of marketing, product, client portfolio management and investments in order to raise awareness of our products and meaningfully grow and retain assets.  

Key Responsibilities

• Manage and implement updates of marketing collateral and web content including presentations, strategy profiles, product commentaries, web pages, paid search, paid social, display ads and other sales-support materials and content
• Collaborates with design, content, social and digital teams to execute and measure marketing initiatives and ensure proper alignment of resources
• Works with compliance department to ensure materials meet FINRA and/or SEC regulatory guidelines and supports compliance process from initial submission to final approval
• Takes initiative to explore new approaches to increase efficiency and improve processes without sacrificing creativity or quality

Preferred Qualifications

• University (Degree) preferred
• Strong knowledge of PowerPoint, Excel, Word, Adobe, Zoom, Seismic, MarTech workflow tools

Competencies Required

• Enthusiastic individual, with a collegial approach, able to work in a culturally diverse organization and at different levels of the business
• Excellent communication and relationship management skills with the ability to express complex issues succinctly and clearly to business partners
• Strong leadership and organizational skills
• Demonstrates diligence, analytical approach and works proactively to resolve issues
• Able to think independently and challenge or escalate roadblocks when needed
• Exhibits influencing skills
• Experience with managing a broad range of initiatives and demonstrating flexibility to adapt to changing priorities and timelines
• Comfortable operating in/with a multi-location and multi-national extended team
• Able to operate under time pressure and multi-task
• Proven ability to network within an organization

Pay Rate- $37.71- $39.71/hour 
 ]]> Mon, 11 May 2026 00:00:00 EDT 1
The Sr. Payroll Tax Specialist is responsible for supporting the Payroll Operations team to ensure tax rates are accurate and up to date in Workday and Payroll tax filings are completed in a timely manner.  This role will also provide operations and audit support to the Payroll Operations team and will oversee and supervise the organization's payroll processing functions, ensuring pay is processed on time, accurately, and in compliance with government regulations. Oversees the daily workflow of the department. 

 Key Responsibilities and Duties

• Review Workday Payroll Tax set up for each legal entity and jurisdiction, identify issues and partner with Alight Tax Filing Services and HRIT to update and correct.
• Perform review of the Monthly-Quarterly Tax filing package:
• Review for accuracy and timeliness
• Work with Payroll Accounting to ensure alignment and reconciliation with G/L record
• Manage and reconcile payroll taxes at the employer and employee level
• Timely remittances to the tax authorities and accurate reporting of withholding taxes
• Reconcile QTD and YTD tax amounts withheld, reported and deposited on quarterly and annual basis for assigned entities

• Manage SUI rate updates; send to payroll processing provider and ensure updated in WD.
• Complete and submit applications for new tax jurisdictions, closing jurisdictions.
• Research and resolve payroll tax notices for multi-state tax entities. Effectively resolve and escalate issues, demonstrate excellent record of delivery.
• Support internal and external audit data requests.
• Prepare materials needed for tax provisions at year-end and tax audit.
• Partner with Payroll Accounting to research any open G/L items.
• Discover and identify new areas of risk, and potential noncompliance and manage to resolution and full compliance.
• Experience working well independently as well as with stakeholders and communicate the benefits of tax initiatives.
• Overseeing and reviewing payroll payments and account reconciliations.
• Work in concert with Payroll Manager to ensure payroll is processed in a timely manner in compliance with payroll laws and regulations.
• Supervises and controls payroll preparation and production, including regular, special, and supplemental payrolls. Ensures adherence to standards and procedures, and takes corrective action to resolve problems, delays, and inaccuracies.
• Coordinates payroll operations with other accounting and data processing units, confers with other administrative and technical staff regarding changes and new systems, and participates in developing, implementing, and testing procedures.
• Implements, maintains, and reviews payroll processing systems to ensure timely and accurate processing of payroll transactions including salaries, benefits, garnishments, taxes, and other deductions.
• Regularly perform audits on the system to ensure data integrity; responsible for the resolution of discrepancies that might adversely impact on the company's tax returns.
• Define key metrics and create metrics reports and set up reporting process.
• Collaborate with co-workers to increase productivity by eliminating duplication and coordinating information requirements. Drive process improvement initiatives to reduce manual efforts.
• Coordinate system improvements as new business requirements arise and enhance means of correcting possible noncompliance. Requirements
• University (Degree) Preferred
• 3+ Years of experience required; 5+ Years Preferred

Pay Rate- $45.47- $47.47
 ]]> Thu, 07 May 2026 00:00:00 EDT 1
The Opportunity
We are seeking a seasoned investment professional to join our New York team, and we want to be clear about what that means. This is not a business development role with some client service attached. It is not a relationship management role with some investment overlay. It is a deeply integrated trusted advisor role, designed for someone who has outgrown environments where conflicts of interest, institutional incentives, or product shelf constraints have limited what they can do for the people they serve.

If you are technically sharp, intellectually curious, and genuinely motivated by the belief that exceptional families deserve exceptional advice this role was designed for you. You will join a stable, long-tenured team that takes collaboration seriously and measures success by the clarity, confidence, and progress of the families we serve. The right candidate will find here something rare in this industry, which is a firm whose interests are structurally aligned with its clients', a team that holds itself to genuine standards, and a professional home designed for the long term.

Character and Culture

• A deeply collaborative nature, and a genuine belief that the best outcomes are always collective ones
• Intellectual curiosity with a need to understand not just what a client wants, but why, and what they haven't yet thought to ask
• Purposeful and authentic in client relationships; comfortable with candour, not prone to telling people what they want to hear
• Tenacious in follow-through, humble in approach, and someone who takes the work seriously without taking themselves too seriously
• A natural inclination toward stewardship over salesmanship

Experience and Expertise

• 15+ years of relevant investment experience, ideally with a significant focus on ultra-high net worth and affluent family clients
• A broad and working knowledge across asset classes, including private and alternative investments
• Strong command of integrated financial planning, and sold understanding how investment, tax, estate, and family governance decisions intersect
• Demonstrated ability to translate complex investment topics into clear, engaging, and actionable guidance for sophisticated (and non-specialist) family members alike
• Existing credibility and comfort as a public-facing professional, be it on panels, webinars, writing, or thought leadership

Qualifications

• Relevant qualifications as an Investment Advising Representative (IAR)
• CFA designation and/or relevant licensing required
• Priority given to candidates with direct experience advising family offices, ultra-high net worth individuals, and multi-generational families
• Bilingual/Spanish strongly preferred

Primary Responsibilities
Client Relationships

• Own each client family's complete experience with the firm, not just their portfolio, but their confidence, clarity, and peace of mind
• Identify and advance client priorities beyond investments: multi-generational planning, family governance, philanthropy, family office structure, and operating business considerations
• Lead client meetings and ensure all deliverables are not only accurate and timely, but genuinely illuminating
• Translate complex investment and financial topics into insights that empower families to make better decisions, not just accept recommendations
• Serve as a trusted thought partner on matters both inside and outside the firm's formal purview, as needs arise

Business Development

• Participate in business development efforts to bring the firm’s value proposition to prospective UHNW families
• Represent the firm at industry events, panels, and webinars, thereby contributing to the brand as a credible, independent voice in the wealth advisory space
• Produce and contribute to thought leadership content that addresses the evolving needs of affluent families and reflects the firm’s distinctive point of view

Strategic Investment Planning

• Develop integrated investment plans anchored in each client family's unique goals, values, and circumstances
• Lead the development and ongoing updating of clients' Investment Policy Statements
• Review new client families' existing investments for alignment with their objectives and our investment principles
• Partner closely with clients' external tax advisors to ensure a fully integrated financial strategy
• Stay attuned to the changes in clients' lives that may warrant adjustments to their plans — sometimes before clients recognize those changes themselves

Investment Allocations

• Provide non-discretionary clients with recommendations that are clear, actionable, and appropriately contextualized
• Manage discretionary client capital in accordance with clients' IPSs and the firm’s investment principles
• Coordinate with tax advisors on asset placement strategy
• Attend Investment Committee meetings and remain actively engaged in the firm's investment activities
• Ensure seamless investment execution in partnership with practice group members, client service, and operations

Reporting and Monitoring

• Provide ongoing information, analysis, and education to client families on their investments
• Oversee the timely delivery and accuracy of investment reporting
• Manage the design and delivery of custom portfolio analyses
• Liaise with the investment and operations teams to address client questions with

care and precision
Base Salary $250,000-$350,000 Final determination of salary will be based on an evaluation of experience, education, budget, etc.

 ]]> Wed, 06 May 2026 00:00:00 EDT 1
The Information Security Engineer's focus is to develop and implement security solutions, which also includes current evaluation as well as keeping track of observance of the needed security guidelines all over the company computing environment. This role may help conduct network and software vulnerability assessments and testing by utilizing reverse engineering techniques.

This job learns how to test the current state of the information security architecture and provides improvement recommendations by gathering key insights found from testing and analyzing the current systems and networks. This job also assists with evaluating system security configurations and performing root cause analysis to determine how to provide optimal IT security for the organization.

Key Responsibilities and Duties:

• Providing operations and engineering support for critical security systems and services including servers, endpoint security, computer forensics, vulnerability/penetration assessment/mitigation, and security event management.
• Assists with executing vulnerability analysis and exploitation of applications, operating systems and networks. Designing security models, reviewing and approving security configuration and installation of firewall, VPN, routers, IDS scanning technologies, and servers.
• Works to identify intrusion or incident path or method through testing and evaluation procedures.
• Overseeing security awareness programs; educating and communicating to staff about information security policies, procedures, and practices.
• Help design, develop and implement countermeasures, systems integration and tools specific to cyber and information operations.
• Monitoring industry security updates, technologies and best practices to improve security management.
• Learns how to resolve malware and intrusion issues within the system as they occur.
• Participating in the development of hardware/software/network security procedures and guidelines that support information security policies.
• Follows industry security updates, technologies and practices on a continual basis to improve overall security management.
• Helps serve as an internal information security consultant on the standards, complex issues and best practices for the organization.
• Contributes to the testing and analysis of complex software systems to determine both the functionality and intent of the systems.
• Assists with maintaining operational and configuration documentation and creates and maintains diagrams.
• Learns from and works with Cybersecurity Risk and Security Operation teams to enhance the overall security posture of the enterprise.

Educational Requirements:

• University (Degree) Preferred

Work Experience:

• 2+ Years Required; 3+ Years Preferred

?Pay Rate- $63.01- $65.01 ]]> Tue, 05 May 2026 00:00:00 EDT 1
The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and clients.  With a deep commitment to service excellence, they manage client needs with accuracy and efficiency, fostering trust and reliability.  Confident in their expertise, they embrace lifelong learning to enhance client experiences.  Their compassionate approach ensures that every client interaction is handled with care, while their creative mindset allows them to find innovative solutions that elevate service and streamline processes.

Day-to-day, this position entails:

• Scheduling client meetings across multiple advisors
• Preparing and processing custodian paperwork
• Acting as custodian liaison troubleshooting and resolving issues and discrepancies while seeking platform enhancements
• Providing billing and client administrative support
• Executing client workflows using designated CRM and reporting platforms
• Serving as Office Administrator back up support when necessary

Our client is looking for motivated candidates who have a passion for forging relationships with both clients and colleagues to create an exceptional client service and work experience. The ideal candidate is someone who has a passion for organization, coordination, and accuracy along with the ability to forward think and focus on details while being curious and empathetic toward both colleagues and clients.  Experience in a financial service client custodian support role at an RIA or family office is ideal. Familiarity with financial terms and situations is helpful but not required.

To be successful in this position, you should demonstrate:

• Strong organizational skills, interest, and aptitude
• Strong attention to detail resulting in executing work with consistency, thoroughness, and accuracy
• Experience with custodian paperwork, ideally Charles Schwab
• Experience with CRM and reporting systems, ideally Advisor Engine and Tamarac
• Exceptional communication and problem-solving skills
• The capacity to prioritize workflows and manage deadlines
• The ability to work efficiently, compassionately, and collaboratively in a team-based setting
• The ability to be flexible to pitch in and pivot
• A bachelor’s degree
• At least three to five years of post-undergraduate experience

Compensation:
Annual base salary range: $65,000 - $75,000. Discretionary Bonus tied to firm and individual performance.

Compensation may vary depending on qualifications including, without limitation, job-related education, training, experience, licensure and certification, which could result in a level outside of this range. 
 ]]> Wed, 29 Apr 2026 00:00:00 EDT 1
Job Summary
 The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best-in-class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.

Your Role
Our client is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office.

Key Responsibilities / Duties

• Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
• Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors
• Support client communication via team email to provide white-glove service for all channels
• Answer high level portfolio and strategy related questions
• Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
• Contact custodians for service-related matters and custodian paperwork generation
• Run client information in CRM (Salesforce)
• Assist in project execution for team initiatives
• Ability to work across multiple partners and departments to ensure a seamless client experience
• Maintain a client centric approach while balancing multiple internal and external requests

Work Experience / Knowledge:

• 3+ years of directly applicable experience, with experience at an RIA or Broker Dealer
• Understand separately managed account structure
• Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Excellent communication and teamwork both internally and externally
• Organized and detail oriented

Pay Rate $43.00 to $45.00 per hour
 ]]> Tue, 28 Apr 2026 00:00:00 EDT 1 Our client, a diversified financial services company providing banking and investing services, is seeking a Banking Ops Specialist for a 7+ month contract role located in Jacksonville, FL. This role is fully onsite.

The Banking Ops Specialist III will perform duties as Unclaimed Property and Tax Processes Specialist who is responsible for daily and month-end reconciliation of unclaimed general ledger accounts, managing dormant accounts and unclaimed property filings, supporting account status updates, handling IRS backup withholding processes, and managing state and federal withholding payments for IRA withdrawals. This role is responsible for accurate processing of 1099 corrections and the administration of Nonresident Alien (NRA) and Resident Alien (RA) accounts. This role ensures compliance with IRS regulations, supports regulatory reporting accuracy, and partners with internal teams to resolve tax-related issues. Additionally, this role oversees and distributes tasks within the team's queues. While working under limited supervision, this job supports other banking professionals to ensure that critical tasks are completed on time.
 

• Communicates and corresponds with account owners regarding questions regarding unclaimed property laws and regulations, while ensuring compliance with said laws and regulations.
• Processes state and federal withholding and backup withholding payments in compliance with IRS and state regulations.
• Reconciles unclaimed property general ledgers and internal accounts to ensure accuracy of all financial records and identifies and resolves discrepancies.
• Identify unclaimed property (e.g., dormant accounts, outstanding checks, credit balances).
• Perform account research to determine owner eligibility and dormancy status.
• Conduct due diligence outreach to property owners as required by law.
• Prepare unclaimed property reports to state agencies accurately and on time.
• Provides solutions to client, branch, and banking inquiries, and escalates issues when necessary.
• Research, review, and process 1099 corrections (e.g., name/TIN changes, amount adjustments, reclassifications).
• Ensure timely and accurate submission of corrected forms in compliance with IRS deadlines and requirements.
• Investigate discrepancies related to 1099 reporting and coordinate resolutions with internal business partners.
• Maintain documentation and audit trails supporting all corrections and adjustments.
• Apply appropriate withholding rates and exemptions based on residency status and tax treaties.
• Monitor account changes that may impact tax reporting or withholding requirements.

Minimum 2 years of relevant experience Banking Ops Specialist in unclaimed property, tax operations, accounting, banking, or compliance related roles.

Top 3 Must-Haves (Hard and/or Soft Skills)

• Unclaimed Property Compliance & Regulatory knowledge
• State Escheatment Knowledge: Working knowledge of state escheatment laws, reporting timelines, due diligence requirements, and remittance processes.
• Audit & Documentation Experience: Internal financial and reporting systems

Top 3 Nice-To-Haves (Hard and/or Soft Skills)

• Advanced Excel Skills - Reporting and data analysis, including functions such as VLOOKUP.
• SOVOS (unclaimed property reporting and research) tax and regulatory compliance software platform.
• Customer Service – outbound calls

Pay Rate $25.40 - $27.40 per hour
 ]]> Thu, 23 Apr 2026 00:00:00 EDT 1
The Pricing Analyst will be responsible for providing pricing data and competitive insights in support of the company’s ETF, private markets and mutual fund product lines. The pricing analyst will be primarily responsible for overseeing daily operations of Invesco’s pricing policies and procedures. This role will support the day to day responsibilities of the pricing group as well as any related regulatory and committee reporting duties.

Key Responsibilities / Duties:

• Perform day to day responsibilities as it relates to security pricing, fair valuation, ASC 820/FAS 157 leveling determinations and related reporting processes
• Review and research of halted, suspended and delisted securities to determine preliminary fair valuations
• Review various price exception reports and perform necessary review to ensure appropriate prices are entered into internal systems
• Verification of significant price movements and market value analysis to validate accurate prices
• Own and update proprietary pricing methodology and tools, including:
  • Changes needed to adapt logic to other vehicles or geographies
  • Continuous improvements to pricing logic and tools (e.g., ‘trigger’ reports) over time
  • Generate new product pricing recommendations using proprietary methodology and tools
  • Organize and maintain pricing resources and tools

Work Experience / Knowledge:

• At least 1 year of business experience in the asset management industry, preferably in pricing, trade operations, or fund accounting
• Understanding of the asset management industry
• Ability to manage large and complex data projects, and maintain code and data on ongoing basis
• Strong communication skills, research capabilities, and experience working with cross-functional teams
• Curious learner who stays on top of current and emerging industry and client trends.
• Team player who is open minded, flexible and willing to incorporate other people’s perspectives.
• Strong organizational skills and detail orientation.

Pay Rate- $41.00- $43.00/hour    
 ]]> Tue, 21 Apr 2026 00:00:00 EDT 1
Key Responsibilities and Duties

• 
  Sit up front at reception desk
  
• 
  Greeting clients at door, offering beverages
  
• 
  Letting advisors know clients are ready to meet
  
• 
  Answer main phone line, general questions like directions to office etc.
  
• 
  Stock coffee and beverages front and back of house
  
• 
  Submit work orders to building (cleaning, FOB’s, Parking passed etc.)
  
• 
  Order supplies for office
  
• 
  Binding plans for meetings
  
• 
  Tidy kitchen area, load and empty dishwasher
  

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required

Pay Rate- $20.06- $22.06/hour
 ]]> Mon, 20 Apr 2026 00:00:00 EDT 1
How you’ll contribute:
As a Senior Recruiter, you’ll be for executing full-cycle recruiting activities for assigned requisitions across multiple functions and levels as a key partner to hiring managers and the Talent Acquisition team. This role plays a critical part in translating business needs into actionable recruiting strategies by validating role requirements, supporting job description development, sourcing and screening qualified candidates, managing candidate flow, and supporting offer execution. The Senior Recruiter ensures a high-quality candidate and hiring manager experience through consistent communication, thoughtful assessment, and adherence to established recruiting processes, timelines, and compliance requirements.

In this role, you’ll get to:

• Manage full cycle recruiting execution for assigned requisitions, including intake and requirement validation, direct sourcing, resume review, video behavioral and/or technical screening, candidate evaluation, and support through interview and offer stages
• Deliver consistent, high quality candidate pipelines in a competitive market through proactive direct sourcing, networking, and talent mapping
• Partner closely with assigned hiring managers and the Talent Acquisition team to support job description refinement, clarify role requirements, and align on approved compensation ranges and hiring parameters
• Maintain clear, timely communication with candidates throughout the recruiting process, setting accurate expectations related to role scope, process, timing, and compensation
• Provide regular pipeline updates to hiring managers and Talent Acquisition partners, offering candidate insights, pipeline health metrics, and market feedback to inform hiring decisions.
• Support and facilitate the offer process, including candidate engagement, alignment to approved compensation ranges, and coordination with Talent Acquisition leadership through offer completion
• Demonstrate flexibility and responsiveness in a fast-paced environment, adapting to shifting priorities and supporting multiple stakeholders across levels of the organization
• Ensure all recruiting activities comply with internal policies, procedures, and applicable legal and regulatory requirements
• Follow established Talent Acquisition processes and tools, and support hiring managers by reinforcing standard recruiting practices and expectations

We’re looking for people who have:

• Minimum of 3+ years of recruiting experience in a corporate and/or agency environment, with demonstrated success managing multiple requisitions in a fast-paced setting
• Strong, recent hands-on experience with core recruiting techniques, including direct sourcing, screening, candidate assessment, and pipeline management
• Prior experience in sales recruiting, preferably within financial services, strongly preferred.
• Prior experience recruiting for External Wholesale roles is a plus.
• Demonstrated ability to proactively source and engage passive candidates through direct outreach and networking
• Proven success filling roles where 60%+ of candidate pipelines are generated through sourcing rather than inbound applications
• Experience supporting compensation discussions and offer execution within predefined ranges, including candidate education and alignment through the offer process
• Demonstrated ability to partner effectively with hiring managers and Talent Acquisition leaders, supported by clear, concise verbal and written communication skills
• Prior experience recruiting within financial services or similarly regulated environments preferred
• Strong organizational and prioritization skills with the ability to manage competing deadlines and shifting priorities
• Self-directed and highly accountable, with strong follow-through and attention to detail
• Working knowledge of HR policies, recruiting processes, and compliance requirements, with the ability to operate within established procedures and tools

Pay Rate- $48.72 - $50.72/hour  
 ]]> Mon, 20 Apr 2026 00:00:00 EDT 1
Job Purpose
The AI Program Manager is accountable for the secure, compliant implementation and adoption of Microsoft Copilot, with a strong focus on Copilot Studio and agent led solutions, within a regulated enterprise environment.

The role ensures AI capabilities are governed, auditable, and responsibly deployed, while driving organization wide capability uplift through structured training, learning, and adoption programs. Operating across business, technology, risk, and compliance functions, the role balances innovation with control to deliver measurable business value.

Key Responsibilities & Accountabilities

• Lead the end-to-end delivery of Microsoft Copilot and Copilot Studio programs, from controlled use case prioritization through deployment and scaled adoption
• Own the design, build, and lifecycle management of Copilot Studio agents and agentic workflows, ensuring compliance, traceability, and alignment to enterprise standards
• Embed AI governance, data protection, security, risk, and model oversight controls into all Copilot and agent deployments, in close partnership with Risk, Legal, Compliance, and Security teams
• Establish and deliver structured training, learning, and enablement programs to support safe, effective, and consistent Copilot and agent usage across the organization
• Design role-based learning pathways (e.g. leaders, users, makers, control partners) covering responsible AI use, agent interaction, escalation, and operating models
• Drive change and adoption programs, ensuring Copilot Studio agents are embedded into approved business processes rather than used in an uncontrolled or ad hoc manner
• Manage program plans, dependencies, risks, budgets, and benefits realization, with explicit focus on adoption quality and control effectiveness
• Act as the primary interface for senior stakeholders and governance forums, providing clear, risk aware reporting on progress, issues, and value
• Define and track usage, adoption, control, and value metrics for Copilot and agent led solutions

Work Experience/Skills/Knowledge
Essential

• Proven delivery of complex technology or AI projects/programs in large, regulated enterprise environments
• Strong understanding of Microsoft Copilot, Copilot Studio, and agent-based AI solutions, including associated risk and control considerations
• Demonstrable experience working with risk, compliance, legal, security, and data governance frameworks
• Experience designing and delivering training, learning, and adoption programmes for new technology or AI capabilities
• Ability to translate complex AI and agent concepts into clear, practical guidance for non-technical and control stakeholders

Desirable

• Experience with agentic workflows, low code AI platforms, or automation in controlled environments
• Background in financial services or other highly regulated industries

Key Attributes

• Strong risk and control mindset with pragmatic delivery focus
• Credible operator with senior stakeholders and governance bodies
• Outcomes driven, structured, and disciplined
• Comfortable operating under regulatory scrutiny and ambiguity
• Collaborative leader across business, technology, and control functions

Pay Rate $103.07 - $105.07
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Key Responsibilities

• Data Integration & Management: Import and integrate data files into the Seismic platform, ensuring consistency and accuracy of data uploads. This includes coordinating new data integration from central repositories, assessing data quality and certification status, and writing SQL queries to extract and validate information. You'll work with third-party data suppliers such as Markit and Morningstar to maintain seamless data flows.
• Project Management & Client Relations: Ability to manage multiple projects simultaneously across different lines of business, receiving and fulfilling content and logic change requests through Workfront, our browser-based workflow tool. Communicate frequently with internal clients to clarify requirements, answer questions, and troubleshoot issues as they arise, always maintaining a customer-focused approach.
• Quality Assurance & Validation: Perform content and data validations during testing phases and within quarter-end update cycles, applying data validation best practices to ensure accuracy. You'll proactively identify opportunities to leverage existing data sets and expand your knowledge of content, logic, data structures, and usage patterns across all user groups.
• Technical Consulting: Serve as the go-to Seismic technical expert, identifying optimal solutions for various use cases and partnering with business stakeholders to implement them. This requires a knack for articulating complex technical concepts about content, logic, and data usage to non-technical audiences, helping them understand capabilities and possibilities for their specific needs.

Preferred Qualifications

• Dashboard & Reporting Development: Design and build Seismic dashboard reports for business leaders, creating visual representations of key metrics and trends. Develop and share usage analytics with content owners and audience leads, helping stakeholders understand how content is being utilized and where improvements can be made.
• Content & Logic Development: Create, manage, and update content and logic within the Seismic platform, including building and testing LiveDocs for data updates. You'll document business requirements from internal customers, including logic specifications, data usage needs, variable content, and slide selection options, then translate these requirements into functional solutions.

Required Skills

• Data validation and testing methodologies
• Analytical & Problem-Solving
• Data integration and ETL processes
• SQL and SnowSQL querying and basic coding abilities
• Strong data analysis and interpretation skills
• Critical thinking to identify optimal technical solutions
• Attention to detail with high accuracy standards
• Requirement gathering and documentation
• Ability to prioritize and manage competing deadlines
• Ability to translate technical concepts for non-technical audiences
• Strong organizational skills
• Ability to work Eastern Time Zone hours

Preferred Skills

• Seismic platform expertise (or ability to quickly master complex software platforms)
• Experience with third-party data providers (Fluent, Morningstar, Factset (Used for model performance and fund performance, or similar)
• Seismic dashboard and report creation

Pay Rate: $68.59- $70.59/hour

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Job Description Summary
Supports a wide range of activities supporting firm and business unit needs, including administrative support.
Provides administrative and secretarial support to management teams or product areas. Uses business software applications to prepare correspondence, reports, minutes, etc. Receives, screens and directs incoming calls, visitors, mail and email. Arranges business travel, coordinates meeting arrangements and tracks and submits expenses.

Your Role
The Sr. Administrative Assistant will provide various technical and administrative support functions to the Managing Director, Chief Technology Officer (CTO) and the broader Technology department. The candidate will demonstrate an eagerness to learn, possess the skills and desire to ensure accuracy, and be a self-paced problem solver who is always looking for innovative ways to conduct business and serve our clients.

You Will Be Responsible For:

• Heavy calendar management and consistent collaboration with other Assistants across the firm
• Lead meeting coordination and logistics planning in partnership with other colleagues on time sensitive meetings and tasks
• Maintain structure and schedule of prep/debrief meetings for key senior leadership meetings and committees.
• Comprehensive travel management. Maintain travel log, schedule and analysis.
• Manage expense report and invoice review and approval
• Coordinate internal and external client meetings including meals and in-office logistics coordination

The Experience You Bring:

• 5+ years administrative/professional office experience
• Bachelor’s Degree preferred
• Sophisticated digital literacy in Microsoft Office 2010 (Word, Excel, PowerPoint) must be proficient in document management & creation with demonstrated ability to combine documents from all MS Office products & Adobe Acrobat
• Ability to multi-task with accuracy, prioritize work, and meet tight deadlines
• High level of communication skill (oral and written) and organizational skills
• Ability to learn new software packages as needed with the expectation to be proficient in a short amount of time

Pay Rate- $36.00- $38.00/hour  
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