The Senior Accountant will manage full cycle general ledger accounting, ensuring accuracy in financial records, conducting monthly and quarterly financial reporting, overseeing accounts payable, and participating in audits. This role also includes training team members and involvement in special projects to enhance accounting processes.

The Inside Sales Associate will partner with external wholesalers to develop and maintain relationships with financial advisors, driving sales and market share. Responsibilities include identifying advisor needs, conducting outbound sales, providing timely client follow-up, and utilizing research tools to promote investment solutions.

The Senior Associate, Performance & Analytics will oversee performance calculations for client portfolios, ensure data accuracy in FactSet, create control reports, analyze performance data, and collaborate with various teams to deliver exceptional client service while also managing vendor relationships and improving internal processes.