Careers
HEAD OF PROJECT MANAGEMENT OFFICE
Location: Flexible, can be a remote or hybrid position. Individual must be willing to travel as needed
The Head of PMO is responsible for defining, planning, and managing the roadmap for multiple cross-functions projects within the Firm. This is a key role that will provide a Firmwide overview across the project portfolio to ensure they are in line with Firm’s business strategy, prioritizing and balancing the initiatives against multiple streams of demands. The Head of PMO closely monitors projects, helps identify dependencies across functional teams and works with these teams to track progress, identify roadblocks, remediate issues, and communicate status to ensure our teams deliver our plans successfully.
REGISTERED CLIENT ADMINISTRATIVE MANAGER
Location: Portsmouth, NH
Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.
CLIENT ADMINISTRATIVE MANAGER
Location: Valencia, CA
Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.
CLIENT ADMINISTRATIVE MANAGER
Location: Washington, DC
Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.
REGISTERED CLIENT ADMINISTRATIVE MANAGER
Location: McLean, VA
Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.
CLIENT ADMINISTRATIVE MANAGER
Location: McLean, VA
Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.
CLIENT ADMINISTRATIVE MANAGER
Location: Lake Oswego, OR
Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.
Portfolio Management Analyst
Location: Clearwater, FL
The Portfolio Management Analyst works alongside a Financial Advisor or team of Financial Advisors developing wealth management strategies through the analysis and implementation of portfolio management solutions.
REGISTERED CLIENT ADMINISTRATIVE MANAGER
Location: Clearwater, FL
Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.
CLIENT ADMINISTRATIVE MANAGER
Location: Keene, NH
Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.
CLIENT ADMINISTRATIVE MANAGER - PART TIME
Location: Newtown, CT
Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.