Network Firms

The Account Associate is responsible for performing accounting and analysis functions, including managing accounts payable, receivable, and payroll. They will maintain ledger accounts, perform bank reconciliations, and prepare financial reports for ultra-high-net-worth clients.

Drive the growth of the ETF platform by building consultative relationships with RIAs, family offices, and wealth management firms. Partner with leadership to refine market positioning and educate advisors on evidence-based portfolio implementation.