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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Associate Portfolio Manager plays a key role in managing customized equity portfolios designed to maximize tax efficiency while closely tracking client-specific benchmarks and market indexes.

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Morgan Stanley

Associate Portfolio Manager - Parametric

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. This role primarily serves in an internal-facing capacity, focused on supporting portfolio managers in managing client portfolios and providing high-quality analysis and content to clients.

Investment Strategist - Parametric

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. This work includes helping to maintain and enhance Parametric's proprietary investment strategies, monitoring risk and performance, contributing to new product development, and conducting research and analysis that can be turned into external content and used to educate and inform clients.

Associate Investment Engineer - Parametric

You will be responsible for overseeing and coordinating multiple projects within the program, ensuring they align with the overall strategic objectives by developing implementation plans, tracking progress and risks, clearing roadblocks, and collaborating with cross-functional teams to achieve desired business outcomes; essentially acting as a bridge between strategic planning and project execution. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Principal Program Manager - Parametric

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To view more details of what you can look forward to, visit our careers page: Summary : The Transition Processing Specialist will be part of a team responsible for the accurate, timely and efficient processing of incoming and outgoing paperwork pertaining to client account opening, account maintenance, rep changes, sponsor company changes and supporting the day-to-day activities associated within Brokerage Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Transitions Processing Specialist

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We strive to make business change visible, traceable, and decision-ready; create practical artefacts that improve change outcomes, clarify ownership, expose dependencies and provide a clear line of sight from business intent through to solution delivery.

Vice President - Enterprise Process Enablement - Parametric

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. This role primarily serves in an internal-facing capacity, focused on supporting portfolio managers in managing client portfolio and providing high-quality analysis and content to clients.

Investment Engineer - Parametric

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. This role bridges business stakeholders and engineering teams, translating business problems into technical solutions grounded in data availability and feasibility while enabling engineering teams to fully utilize the advanced AI capabilities available at Morgan Stanley.

Principal Software Engineer (AI Platform) - Parametric

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Demonstrated command of the NIST Cybersecurity Framework, FFIEC IT Examination Handbook guidance, CIS Controls, and banking regulatory expectations; working knowledge of ISO 27001 and SOC 2. Practical technical depth in cloud and hybrid architecture, network and endpoint security, identity and access management, encryption, data protection, application security, and secure software development. Own, maintain, and regularly test the company's Computer Security Incident Response Plan through tabletop exercises and simulations; serve as executive incident commander for material events and coordinate containment, recovery, communications, regulatory notifications, and post-incident reviews with Legal, Compliance, Fraud, Risk, and business leaders.

Alerus Financial Corp.

Chief Information Security Officer

Approximately 5-7 years of client relationship management experience within retirement services, financial services, employee benefits, wealth management, consulting, or a related industry preferred. This role serves as a trusted advisor to retirement plan clients, primarily ESOP relationships, by providing strategic guidance, responsive service, and relationship management.

First International Bank & Trust

Relationship Manager (Enterprise Retirement Services)

Leverage technology to provide consultation to representatives, field leaders, and Thrivent wholesalers on the advice process which leads to solutions for individual case design, in addition to, providing answers to representative's questions on complex financial matters including, but not limited to, topics on college planning, estate planning, business planning and retirement planning. To contribute to these goals the consultant will work primarily with but not limited to, Thrivent's Financial Advisors to provide counsel on the compatibility of a financial product to a given financial strategy and on available compliant illustrations, financial planning, and analysis tools, and sales and marketing collateral used to support either a given sales strategy or a financial concept.

Thrivent Financial for Lutherans

Advice Services Consultant

While this role will collaborate closely with cross functional departments and teams, it will remain distinct by focusing on informal learning opportunities, implementation support, self-service resources, and ownership of selected rollout activities that help advisors put fee-based planning into practice. Contribute subject matter expertise and field insight to formal learning programs where appropriate, while maintaining distinct ownership for deep fee-for-advice implementation guidance, informal learning opportunities, adoption initiatives, and practical business support.

Osaic Inc

Sr. Consultant, Fee Based Planning Implementation

Individuals interested in eventually pursuing an advisory career may have opportunities to develop in that direction over time; however, advancement into an advisory role would depend on demonstrated mastery of operations, alignment with the firm's financial planning philosophy, business needs, and a deliberate development process. Our client, a successful boutique wealth management firm, is seeking an experienced, detail-oriented Financial Planning & Investment Operations Specialist to join its collaborative team in Hudson, Wisconsin.

Claire Myers Consulting

Financial Planning & Investment Operations Specialist

Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.

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Investment Engineer - Parametric Morgan Stanley

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