OneAscent Jobs in United States

Junior Advisor. · Assist in preparing client meeting materials, · reports and presentations. · Support client communication by responding to routine inquiries and coordinating follow-up actions. · Gather and organize client financial data for planning purposes. · ...

We're a growing, values-aligned RIA serving advisors and clients across the country, · and we believe excellent work done with the right heart posture can change lives. · Gather and analyze financial data, market information, and economic indicators. · Maintain databases and rese ...

We take our mission seriously even if we don't take ourselves too seriously. · Collect required data from nonprofit organizations using firm-approved templates forms and systems ensuring all required fields are completed accurately consistently. · Populate prior-year data where a ...

+Job summary · We're a growing, values-aligned RIA serving advisors and clients across the country · +ResponsibilitiesManage day-to-day investment operations across ETFs, fixed income, and multi-asset strategies · Oversee trade support, reconciliation, cash flows, corporate actio ...

We're seeking a Manager of Investor Relations to join our team! You'll identify, cultivate, and secure commitments from individual and institutional investors. · ...

We are a growing RIA serving advisors and clients across the country. We believe excellent work done with the right heart posture can change lives. Our culture is shaped by five core values: Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry (Committed Can-Do Attitu ...

We are a family of companies committed to helping people align their financial decisions with their values. We are looking for an Investment Operations Manager to manage day-to-day investment operations and oversee trade support, reconciliation, cash flows, corporate actions, set ...

OneAscent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously, even if we don't take ourselves too seriously. We're a growing, values-aligned RIA serving advisors and clients across the country. ...

We are seeking a Marketing Associate to join our team at OneAscent. The ideal candidate will have exceptional writing and storytelling skills with experience in content creation and copywriting. · ...

OneAscent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously, even if we don't take ourselves too seriously. · ...

Collect required data from nonprofit organizations using firm-approved templates, forms and systems ensuring all required fields are completed accurately and consistently. · ...

OneAscent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously, even if we don't take ourselves too seriously. · We're looking for a Content Specialist to own and steward clear, consistent messa ...