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The Senior Associate will assist with regulatory reporting and governance for private wealth compliance, ensuring timely submissions and maintaining regulatory documentation.

The Senior Business Intelligence Analyst will develop fundraising dashboards and deliver analytics to support Investor Relations and Commercial Operations, collaborating with cross-functional teams and automating processes.

Support C-Level Executives by managing calendars, coordinating travel, preparing expense reports, and ensuring effective communication. Foster relationships and manage administrative processes within IT.

Lead the strategic implementation and optimization of a CRM solution, primarily Salesforce, in the Wealth management sector, enhancing client experience and operational efficiency.

The Senior Associate will oversee Transfer Agency processes, ensure compliance with operational standards, and facilitate communication across teams, providing excellent client service.