Role: Data Governance Specialist Location: Malvern, PA (on site 3 Days a week) We are seeking a highly collaborative and strategic Data Governance professional to drive the adoption of investment data usage standards and strengthen data
Job Summary Client Operations Supervisor, Separately Managed Accounts (SMA) leads a focused, client-dedicated team responsible for the end-to-end management of the SMA account lifecycle. Accountable for service delivery, operational performance, and continuous improvement, this role ensures
Duties and Responsibilities: Owns end‑to‑end planning and execution of plan-level asset transfers and complex financial transactions, including development and management of detailed project plans, schedules, and documentation for all money movement events. Serves as the subject matter