The Aspiriant affiliated funds (“Aspiriant Funds”) consists of registered mutual and interval funds. As a member of the Investment Strategy & Research team, the Associate – Fund Administration is responsible for coordinating the operations of the Aspiriant Funds, including but not limited to compliance monitoring, preparing and/or reviewing valuations, financial statements and expense payments, aiding in the audit process and board reporting, rep...
We are Aspiriant. . a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission. one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal liv...
We are Aspiriant. . a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission. one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal liv...
We are Aspiriant. . a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission. one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal liv...
We are Aspiriant. . a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission. one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal liv...
We are Aspiriant. . a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission. one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal liv...
We are Aspiriant. . a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission. one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal liv...
We seek a highly skilled and experienced Manager – Wealth Management to join our team at Aspiriant. This role involves building and maintaining client relationships with ultra-high-net-worth individuals, family offices, corporate executives, business owners, endowments, and foundations. They display integrated understanding of wealth planning processes, proactively identify client issues, propose solutions, and research technical issues. Managers...
Spend your summer with our industry experts (Certified Financial Planners, Certified Financial Analysts, and Certified Public Accountants) building relationships and learning what it takes to offer exceptional service in helping our high-net-worth clients achieve their financial goals. In this eight-week program (typically first week of June until end of July) you will work with a variety of client service teams, assisting our Wealth Managers in ...
