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Overview
NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE: CBU), NRS administers over $1.4 trillion (USD) in assets to over 500 clients.
Founded in 2008, GTC is a Maine-based ...

Overview
NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE: CBU), NRS administers over $1.4 trillion (USD) in assets to over 500 clients.
Founded in 2008, GTC is a Maine-based ...

About Hotchkis & Wiley
Hotchkis & Wiley Capital Management is a Los Angeles–based, independent, employee‑majority–owned investment manager founded in 1980, with over 45 years of disciplined value investing. We are disciplined value investors, focused on bottom‑up, fundamental research, managing value equity and income strategies for institutional and individual clients. For more information r...

LOCATION: SAN FRANCISCO, CA OR SEATTLE, WA
Laird Norton Wetherby (LNW) is seeking a full-time Impact Investment Analyst to join our team.
Nature of the Role
As part of the 10-person Investment Team, the Impact Investment Analyst position supports the Chief Impact Officer; Chief Investment Officer; Director, Private Equity Strategies; Portfolio Management & Investment Committee (PMIC); as well a...

About the Role
iCapital is seeking a regional Senior Vice President or Managing Director level senior sales leader for the Midwest Region (player coach role). This individual is responsible for leading sales coverage in Iowa, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Ohio and Wisconsin. This role is part of iCapital’s Alternatives Distribution Sales Leadership team and will...

Build something people love
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 b...

Job Description:
The Role
Are you an experienced Sales and Relationship management professional with a proven ability to build, manage and grow relationships with sophisticated institutional investors? Can you represent Fidelity's investment management capabilities - across asset classes - to both clients and prospects? Do you work collaboratively across large and distributed teams to create al...

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Section 1: Position Summary
The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relate...

LOCATION: SEATTLE, WA
Laird Norton Wetherby (LNW) is seeking a full-time Impact Management & Communications Specialist to join our team.
Nature of the Role
We are seeking a strategic, data-driven impact professional who combines subject matter expertise with strong communication and collaboration skills. While this role reports to the Chief Impact Officer, you will also partner with others acro...

HOF Capital is a global multi-stage venture capital (VC) firm that partners with the world's best founders and helps them build generational category-defining technology companies. Since launching its first fund in 2016, the firm has invested in some of the most successful technology startups of the past decade (e.g., SpaceX, OpenAI, Neuralink, Anthropic, xAI, etc.) and achieved top-tier invest...

About Topa Insurance Company:
Topa Insurance Company is a boutique carrier, committed to strong relationships, aligned partnerships, excellent service, underwriting expertise, and quality products for our wholesale brokers, general agents, and MGA's.
About the role:
The Controller is a full time 100% remote position responsible for maintaining a professional accounting department with effective...

Application Deadline:
03/01/2026
Address:
VIRTUAL(R)03 - HomeRes - AZ
Job Family Group:
Wealth Sales & Service
**Remote Opportunity**
Work Schedule: Monday-Friday, 10 am to 7pm Central Time
The BMO Investment Services (BIS) Investment Service Specialist's primary responsibility is to provide our clients a superior customer service experience. Being the first point of client contact, the BIS Inv...

About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
The Relationship Manager is an influential part of the growth of Advisory and Investment Solutions, responsible for enabling investment and advisory sales growth throughout Equitable Advisors. This is truly a team environment for ...

Build something people love
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 b...

Application Deadline:
03/04/2026
Address:
VIRTUAL(U)13 - HomeRes - IL
Job Family Group:
Wealth Sales & Service
* This is a 100% remote opportunity!
* Work Schedule: Monday - Friday, Operating hours are 10 am - 7 pm Central Time (schedule is mostly flexible throughout the week, however you must be available to work the 10-7pm CST shift as needed)
* Licensed Position : Active ...

ABOUT CIM GROUP:
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects acr...