Asset Management

Accounting Analyst

Accounting Analyst

Responsible for cost including analysis of expenditures and billing. Project contract, estimation reconciliation, forecasting, accounting and general ledger responsibility including preparation of monthly financial statements. BBA in Accounting required. Strong computer and communication skills required.

Divisional Vice President, Strategic Relationship Management

Develop and lead a high performing team that meets or exceeds revenue, asset and retention targets through a growing portfolio of defined contribution plans that align with the ‘Participant First’ mission and meet the needs of the advisors/plan sponsors/trustees.

Divisional Vice President, Strategic Relationship Management

Develop and lead a high performing team that meets or exceeds revenue, asset and retention targets through a growing portfolio of defined contribution plans that align with the ‘Participant First’ mission and meet the needs of the advisors/plan sponsors/trustees.