The candidate will play a pivotal role in strategy implementation across institutional separate accounts and commingled funds within the Core Bond, Core Plus and US Rates teams.
Compensation
The salary range for this role is $90,000-$120,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
Responsibilities
Coordinate portfolio construction and implementation for Core Bond, Core Plus and US Rates portfolios.
Monitor portfolio exposures, performance and risk to inform portfolio strategy and maintain targeted exposures.
Develop expertise in portfolio management systems and processes.
Identify opportunities for continuous improvement to portfolio implementation and trading processes.
Execute trades in Treasuries (as well as related derivatives), TIPS, supranationals and agencies across electronic and voice platforms.
Requirements
Bachelor’s degree required in Economics, Finance, Accounting, Engineering, Mathematics or a related field
Nice to have: buy-side experience
Nice to have: sell-side experience
Nice to have: familiarity with fixed income concepts
The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million. This role serves as a pathway to a Financial Advisor role.
Compensation
Salary Range: $77,390.00 - $127,139.75
Responsibilities
Conduct client discovery meetings, from branch referrals, to identify investment, retirement and planning needs.
Actively engage with branch staff to build trust, help identify opportunities, and encourage referrals.
Support the delivery of proposals for investment recommendations and annuities.
Periodically communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS.
Track and follow up on referrals to ensure timely client contact.
The CPO is responsible for overseeing the organization's strategic programs, enterprise-wide initiatives, and complex, multi-project portfolios across its insurance and investment businesses, ensuring major programs are strategically aligned, properly resourced, effectively governed, and successfully delivered.
Responsibilities
Develop and implement the organization's enterprise-wide program management strategy
Identify, structure, prioritize, and oversee strategic programs aligned with corporate objectives
Translate organizational strategies into coordinated programs with clear goals, milestones, deliverables, and expected outcomes
Manage interdependencies between projects, business units, and strategic initiatives
Monitor program performance and ensure alignment with organizational priorities
Requirements
Bachelor's degree in Business Administration, Finance, Project Management, Engineering, Information Technology, or a related field
MBA or Master's degree in Program Management, Business Strategy, Finance, or a relevant discipline
The CPO is responsible for overseeing the organization's strategic programs, enterprise-wide initiatives, and complex, multi-project portfolios across its insurance and investment businesses, ensuring major programs are strategically aligned, properly resourced, and successfully delivered.
Responsibilities
Develop and implement the organization's enterprise-wide program management strategy.
Identify, structure, prioritize, and oversee strategic programs aligned with corporate objectives.
Translate organizational strategies into coordinated programs with clear goals, milestones, deliverables, and expected outcomes.
Manage interdependencies between projects, business units, and strategic initiatives.
Monitor program performance and ensure alignment with organizational priorities.
Associate positions require demonstrated mastery across two core verticals—Products and Processes—reflecting the strategic, cross-functional leadership expected at this level.
Responsibilities
Serve as primary strategic interface for front office queries, escalations, and custom reporting requests
Build and maintain strong partnerships with portfolio managers, relationship managers, and business unit leaders
Manage complex, high-priority escalations with senior stakeholders
Translate business requirements into operational solutions
Provide regular business reviews and performance updates to key stakeholders
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