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This role manages ParaPlanning and client administration, overseeing team operations, ensuring compliance, enhancing processes, and supporting financial planning efforts.

The Senior Risk Manager will provide expert risk and compliance advice, oversee operations, and support risk management objectives across COO functions while managing relationships with senior stakeholders.

This role supports the Business Development team with research, communication, event management, and client relationship building in a wealth management context.

Deliver AI/ML solutions by developing and deploying models, integrating RAG pipelines, evaluating performance, and collaborating across teams. Stay updated with AI advancements.

Provide administrative support to Investment Managers, manage client accounts, prepare documentation, maintain communication, and assist with client presentations.