Current Openings

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Current Openings

If you would like to apply to any of our open positions below, click on the "Apply Here" links to email the hiring manager for that role. Please prepare to send the hiring manager a copy of your resume and a cover letter briefly explaining why you would be a good fit for this role and our organization. 

For those with general inquiries, please use the below button to ask any questions or express your general interest in joining our team. 

​General Inquiries​  

Manager, Operations & Analytics

Summary of responsibilities

This critical role assists clients with operational and administrative needs in collaboration with advisors and team to ensure the best client experience. They will lead the Operations team to ensure the execution is completed efficiently and effectively in a timely and compliant manner. They will be responsible for ensuring that all Operational items are in good order, execution of the Operations Calendar, maintenance of the Operations Manual, and elevation of the client experience. Finally, this position will assist the advisors with analytics related to Operations and work with the CIO to implement portfolio and investment strategies, specifically around trading.

​Apply Here​ 

​Full Job Description​


Manager, Brand & Client Relationships

Summary of responsibilities

The Manager of Brand & Client Relationships is responsible for the oversight and execution of our mission to deliver the best wealth management experience for every client, every time. This position is primarily tasked with developing an annual strategic brand plan with the Managing Partners of the business and ensuring proper execution of the plan’s strategic imperatives and tactics. Role is full-time and offers a competitive benefits package per our Total Rewards Compensation Philosophy.

​Apply Here​ 

​Full Job Description​


Associate, Brand & Client Relationships

Summary of responsibilities

This position is responsible for providing general support to the brand and client relationship functions of the business with a primary focus on building content via financial planning and investment-related research, copyediting, and multichannel content distribution and management with an ultimate goal to help educate and deliver a superior experience for clients, prospects, and our community. Role is 20 hours per week and offers flexibility to in-office, out-of-office work. Advancement opportunity strong.

​Apply Here​ 

​Full Job Description​