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Lead strategist supporting Defined Contribution plan sponsor and participant communications. Responsible for creating and implementing effective campaigns to enhance retirement participant experience. Develop engagement offerings and processes scalable to client needs. Collaborate with internal stakeholders and regional specialists. Maintain and update best practice participant communications. Stay informed on financial wellness trends and competitor approaches.

The PDS Back Office Operations Analyst will manage relationships with intermediary back offices, ensuring the coordination of daily operations and communication of important initiatives. Responsibilities include supporting intermediary oversight processes, managing ad-hoc projects, and participating in various initiatives with internal teams. Strong organizational and communication skills are essential.

The Private Wealth Associate collaborates with Financial Advisors to provide client service and support through portfolio analysis, account management, and wealth planning for high-net-worth clients. Associates engage in a comprehensive development program to enhance their investment knowledge, client service skills, and career management.

The Account Transition Analyst will handle various tasks related to account transitions including account openings, in-kind asset transfers, custodian changes, and closures while ensuring the accuracy of client portfolios. The role demands effective communication with internal and external clients, participation in firm initiatives, and managing time-sensitive events in a fast-paced environment.

Seeking a Programmer/Analyst with 4+ years of experience in C# programming, SQL, NLP, and software development. Responsible for developing workflow-driven software solutions for account- and security-related business functions. Must have good communication skills and the ability to work with various development teams.

Seeking a quantitative researcher with a focus on systematic fixed-income/credit strategies. Responsibilities include strategy development, optimization problems, data science, factor discovery, and hands-on management of fixed-income strategies.

The Portfolio Implementation Associate supports portfolio implementation and management for private client accounts, facilitating trade executions, cash management, and compliance. This role requires monitoring portfolios, addressing client requests, and collaborating with various departments to ensure efficient operations and adherence to client guidelines.