OPEN POSITIONS

In the capacity of Client Operations Specialist, your key responsibility is to provide exceptional client service in coordination with our investment and platform technology teams as we manage and oversee each client’s custom investment program.

In the capacity of Executive Assistant, your primary goal is to optimize both business and personal time management of the firm’s two founders as they interact day to day with clients, staff, and industry professionals. The secondary goal is to assume office administration and research team responsibilities with a goal of improving distribution and efficiency of support staff for the firm.