Director, Investment Services - Remote

· Advyzon is seeking a detail-oriented data operations professional to support our alternative investment data process, · Onboard new clients' alternative investments by working with client service team, custodians and fund administrators · ...

We have an exciting opportunity to join a growing, boutique alternative investment management firm as a Director, Investment Accounting and Operations. · This is an upper-middle management role that will lead the investment accounting for the firm's funds (shadow NAVs and reconci ...

We are seeking a motivated and detail-oriented Wealth Management Associate (WMA) to join our team at Compound Planning, an investment advisory firm dedicated to providing exceptional service to our clients. · ...

We support the entire life-cycle of our clients' private funds and management company. Our team is asked to serve our clients with consistent excellence and accountability. · Facilitating treasury services, including capital requirements for our clients. · Processing money moveme ...

The primary purpose of the 1940 Act Attorney role is to work effectively with internal stakeholders and clients to provide counsel and guidance on relevant legal matters related to 1940 Act-regulated investment companies (primarily ETFs). ...

The Manager of Investment Accounting provides professional management direction and oversight for the investment accounting activities of the organization. · Bachelor's degree or equivalent experience required. · At least four years of related experience required in the areas of ...

We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology. · What unites us is our belief that technology makes a difference. · ...

The Director - Corporate Development plays a key part in identifying and executing strategic initiatives to enhance corporate growth. · Identify and evaluate potential business opportunities and acquisitionsLead and manage all aspects of M&A transactions,Manage relationships with ...

We are seeking an experienced and skilled Investment Adviser Compliance Officer to join our expanding compliance team. · This pivotal role involves overseeing and managing compliance processes related to investment advisers in accordance with Rule under the Advisers Act. · You wi ...

CFRA is a leading independent investment insights and data analytics company. · ...

We are seeking a highly motivated and experienced VP, Relationship Manager for AIM (Advyzon Investment Management) with strong sales/relationship management skills to join our team. · The ideal candidate will be responsible for managing and nurturing client relationships.Cross-se ...

We are building a suite of services to enhance the bond between pets and their owners. · Pettable is a leading provider of emotional support animal (ESA) letters and psychiatric service dog (PSD) training. · ...

We strive to set the bar for the retirement services industry. · We focus on making choices clearer, transitions smoother, · and the client experience more delightful. This is a newly-created engineer role · which will aid in bringing critical platform capabilities in-house · to ...

We're supercharging the clean economy by building stable and scalable service delivery systems that support Crux's growth while continually optimizing for customer satisfaction. · ...

We're supercharging the clean economy by building automation-first infrastructure across our Investment Products business lines. · ...

We are a fast-growing company powering financial services globally. We build critical infrastructure for consumer-facing companies to offer investing experiences in a frictionless way. · ...

We are seeking a highly skilled and experienced legal & compliance professional to join our team supporting both our broker-dealer and registered investment adviser (RIA) operations. · Provide legal and regulatory support related to broker-dealer and RIA licensing. · ...

We strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. · ...

The HTK Director for the Supervision Principals is responsible for supervising the daily transactions and activities of HTK Registered Representatives and Investment Advisor Representatives. The Director will primarily be responsible for the FIS Protegent tool as the FIS Administ ...

iCapital is seeking a regional Senior Vice President or Managing Director level senior sales leader for the Midwest Region. · ...

Lendmarq seeks a Senior Loan Advisor to assist investors in securing loans for business-related real estate projects including bridge loans fix and flip projects DSCR loans multifamily properties and ground-up construction. · ...