Institutional Transition and Restructure Specialist

The Institutional Transition and Restructure Specialist will report to the Institutional Transition and Restructure Manager and is responsible for project management related to new client transitions and existing client account restructures.

Requirements

• Minimum of 3-5 years investment industry experience
• 2 years project management experience
• Ability to obtain SIE, Series 7, and 63 licenses post-hire

Benefits

• Comprehensive care for physical and mental well-being
• Strong retirement plan
• Tuition reimbursement
• Hybrid working environment
• Support for working parents
• Flexible Paid Time Off (PTO)
• Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
• Life and disability insurance (premiums paid for base coverage)
• 401(k) match
• Education assistance
• Commuter benefits
• Up to 11 paid holidays/year
• 21 days PTO/year pro-rated for new hires which increases over time
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks