The Channel Manager will drive the growth of the Advisor Managed Portfolios platform by advocating for advisors, optimizing product strategy, collaborating cross-functionally, and ensuring compliance.

The Corporate Development Director supports growth by evaluating acquisitions and investments, coordinating due diligence, and preparing executive materials, ensuring strategic alignment and accuracy.

Lead strategy and transformation of enterprise billing operations, ensuring accurate billing, advisor payouts, controls, vendor management, system modernization, cross-functional partnership, and team development to support growth and scalability.

The Senior Manager, Corporate Strategy supports strategic planning and business transformations, partnering with leadership to drive growth initiatives and market analysis, while communicating priorities and recommendations across the organization.

Own and maintain the Salesforce Marketing Cloud data model and operations. Ensure data integrity for personalization, segmentation, journeys, automations, and reporting. Manage ingestion, transformations, hygiene, sendability, compliance, and performance. Support FSC implementation, regression testing, cross-functional enablement, and provide data readiness signoff.

The role involves engaging with sales teams, educating financial advisors on private market strategies, and driving sales growth while serving as a subject-matter expert in private market solutions.

Lead marketing measurement and insights: build advisor segmentation and lead‑scoring models, run experiments and multi‑channel campaign analysis, synthesize qualitative feedback into executive recommendations, and partner cross‑functionally to activate insights.

Interns will assist with recruiting, employee engagement, and learning and development projects while networking and gaining hands-on experience in HR processes.

The Platform Revenue Senior Analyst manages revenue collection, billing processes, and provides mentorship, ensuring accuracy and compliance in fee management across business segments.

Assist in the evaluation and execution of acquisitions and strategic investments, while supporting the corporate development team's analysis and reporting processes.

The Legal & Compliance Intern will assist with legal, regulatory, and risk-focused projects, improve technical and interpersonal skills, and present project outcomes at the end of the internship.

The Senior Regional Consultant will lead business development efforts, engage with high-value prospects, and manage client relationships to drive growth in the RIA market.