GENERAL JOB DESCRIPTION. The Executive Assistant is responsible for providing Executive Administrative Support for two firm Executives. In addition, the Executive Assistant is responsible for providing administration support for team members on client management/ service issues including coordinating account documentation, tracking pending new and existing accounts and communicating with trust officers for any pending items. . DUTIES AND RESPONSI...
Interested in exploring a career in Wealth Management. Looking to take the next step in your career path. MAI Capital Management is headquartered in Cleveland, OH and offers summer internship placements at multiple locations nationwide. For nearly 50 years, MAI has taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth. Our mission has been to serve all our clients’ financial ma...
Interested in exploring a career in Wealth Management. Looking to take the next step in your career path. MAI Capital Management is headquartered in Cleveland, OH and offers summer internship placements at multiple locations nationwide. For nearly 50 years, MAI has taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth. Our mission has been to serve all our clients’ financial ma...
GENERAL JOB DESCRIPTION. MAI is one of the largest and fastest-growing RIAs in the country and is looking for an experienced leader to own marketing for our Sports & Entertainment segment inside a 60B national platform. Reporting directly to the CMO and serving as the key day-to-day contact for the Sports & Entertainment business, this leader will play a key role in helping to define the segment’s value proposition, build a scalable marketing eng...
GENERAL JOB DESCRIPTION. The Operations Specialist is responsible for processing a variety of daily operational requests such as account onboarding, maintenance, transaction entry, billing, quarterly reporting, and other client and advisor requests. This role provides support to ensure the Investment Operations team efficiently meets the front, middle, and back-office needs of the firm. The Operations Specialist partners with other team members, ...
GENERAL JOB DESCRIPTION. The Operations Specialist is responsible for processing a variety of daily operational requests such as account onboarding, maintenance, transaction entry, billing, quarterly reporting, and other client and advisor requests. This role provides support to ensure the Investment Operations team efficiently meets the front, middle, and back-office needs of the firm. The Operations Specialist partners with other team members, ...
