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The Investment Advisor Assistant will support a Wealth Management team by managing client relationships, processing transactions, maintaining accounts, and assisting with marketing initiatives and administrative duties. Excellent communication and organizational skills are critical for this role.

The Product Lead for AI Initiatives will own and drive the AI product roadmap, design and deploy tailored AI solutions, analyze datasets for insights, and collaborate with cross-functional teams to ensure project success. They will also maintain documentation and influence vendor offerings while staying updated on AI advancements.

The Investment Advisor will work with a team focusing on client relationships and sustainable wealth management. Responsibilities include maintaining accounts, processing client documentation, servicing clients, and marketing initiatives to develop the wealth business.

The Associate in Financial Analysis will support the investment committee, monitor model portfolios, evaluate various investment types, present investment ideas, and conduct client portfolio reviews. This role requires a strong understanding of the financial services industry, particularly in wealth management, and the ability to communicate effectively with clients.

The Associate, Financial Planning role supports the Wealth & Estate Planning team by assisting in client data handling, financial plan packaging, and administrative tasks. Responsibilities include inputting data into internal systems, maintaining accurate records, collaborating with advisors to deliver financial plans, and participating in team meetings and improvement projects.

The Manager of Application Development will oversee a development team, ensuring successful development, delivery, and maintenance of application software. Responsibilities include providing technical direction, establishing development standards, monitoring issues, collaborating with stakeholders, and contributing to IT strategic planning.

The Senior Financial Analyst will manage reporting and analysis of financial performance, including P&L and balance sheet analysis, account reconciliations, and developing management reports. Responsibilities include using Power BI for dashboard creation and contributing to strategic planning projects, while collaborating closely with senior management and various departments.