Director of Client Growth Job Profile. The Director of Client Growth is responsible for developing and executing the firm’s client growth strategy to support the overall business plan and strategic growth objectives. In this role, this individual cultivates relationships at all levels within the firm and with community stakeholders outside of the firm. Serving as a key liaison, the Director of Client Growth drives the experience of individuals an...
Wealth Advisor Associate Job Profile. The Wealth Advisor Associate (WAA) provides operational and administrative support for the advisory team and clients. The Wealth Advisor Associate understands the nature of ongoing advisor/client relationships and has a willingness to flexibly meet the needs of each day. Has a deep knowledge of advisor/client needs and preferences and seeks to satisfy those on a daily basis. The Wealth Advisor Associate is re...
Associate Trader Job Profile. We are currently seeking a detail-oriented and proactive Associate Trader to join our team. This role’s primary function will be to monitor client portfolios using the Tamarac trading platform and determine what to trade when necessary. This position offers a blend of consistency and precision, providing an opportunity for individuals who thrive in a structured environment. Core Responsibilities. Conduct daily review...
