This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after 90 days. JOB OVERVIEW. The Enterprise Operations Specialist supports operational excellence by processing transactions, validating documentation, and ensuring accurate, timely service delivery. At the Beginner level, individuals are developing foundational knowledge of department processes, systems, and quality standards, working under guidance to co...
This position will have a hybrid schedule after training and can be based out of our Westlake - OH, Sioux Falls - SD or Fort Myers - FL office. JOB OVERVIEW. The Scrum Master plays a key role in facilitating agile delivery for cross-functional teams as part of our multi-year digital transformation. Partners closely with Product Owners and Tech Leads in a triad leadership model to drive predictable delivery, team health, and continuous improvement...
JOB OVERVIEW. The Operations Associate II demonstrates consistency, accuracy, and advanced understanding necessary to work with minimal supervision. Processes client requests accurately, efficiently, and in accordance with documented processes and procedures. ensuring superior document management and security of all physical and electronic documents. Ensures the creation of a digital record through the workflow system for client and internal requ...
JOB OVERVIEW. The Business Development Associate (BDA) drives revenue growth by identifying, qualifying, and developing distribution opportunities with fintech platforms, digital investment services, wealth technology providers, and financial service platforms. Working closely with the Business Development Manager (BDM), this role focuses on high-velocity prospecting and relationship development with technology-enabled companies seeking to integr...
This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after training. JOB OVERVIEW. The Content Strategy Manager will manage and advance our multi-channel content marketing strategy. Operating at the intersection of strategy, project management, and execution, this role leads a team of content professionals in developing, implementing, and optimizing high-impact content across digital and traditional channels...
JOB OVERVIEW. The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client’s needs. RESPONSIBILITIES & DUTIES. Follows the guidelines set forth in the Equity Trust Service Philosophy. Provides inbound and outbound call servicing and operational support to individual investors and institutional clients. Assists clients with financial transactions. Research client inquiries includ...
