About the Role

iCapital is looking to hire a Sales Support Analyst to join the Alternative Distribution team. iCapital is looking to expand the internal Sales Support team to cover the six US regions within Alternatives Distribution. This role is responsible for providing top notch customer service to financial advisors in partnership with the Client Success and Regional Alternatives Distribution Sales teams. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. This role will act as the main liaison for advisors between the Sales, Investor Relations, Fund Finance, and Operations teams in support of our pre-sale, sale, and post-sales activities. 

Responsibilities

• Drive new user registrations by proactively engaging financial advisors and educating them on the iCapital value proposition.
• Lead campaigns designed to promote iCapital Marketplace new product launches, conferences, and other thought leadership publications.
• Develop, maintain, and support strong relationships between key advisors and firms in the region to maximize their usage of iCapital platform.
• Improve skills and knowledge of alternative products and related investment processes continuously.
• Maintain accurate Salesforce CRM records and populate user profile characteristics to be leveraged across the firm.
• Act as the main point of contact and problem solver for advisors regarding investment creation and servicing.
• Manage referrals to the iCapital Structured Investments, Architect, and Client Solutions teams.

Qualifications

• Bachelor’s degree in a related field
• Experience in investment or financial service fields
• Strong proficiency in Salesforce, PowerPoint, Excel, and Word. Tableau or other business intelligence tools is a plus
• Demonstrated aptitude for project management and able to prioritize and execute several requests, while working with numerous different functionalities
• Strong clients focus and customer service skillset with outstanding judgment, critical thinking, attention to detail, and strong verbal and written skills
• Attainment of Series 7 and Series 63 licenses within 120 days of hiring date
• Attainment of Chartered Alternative Investment Analyst (CAIA) certification within 2 years of hiring date

Benefits

The base salary range for this role is $75,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Service Desk Analyst to join the Corporate Technology team. This role serves as the first point of contact for end users seeking technical assistance over the phone or via email. This individual will determine the best solution based on the issues and details provided by customers, creating value for clients that will help preserve the company’s reputation and business.

Responsibilities

• Serve as the first point of contact, providing Tier 1 end-user assistance for all technical support queries.
• Travel and support the Stamford, CT office for support gaps.
• Perform remote troubleshooting through diagnostic techniques.
• Walk the customer through the problem-solving process.
• Direct unresolved issues to the next level of support personnel.
• Assist with all onboarding and new hire support.
• Record events, problems and their resolution in logs.
• Follow-up and update customer status and information.
• Relay feedback or suggestions by customers to the appropriate internal team.
• Participate in after-hours on call schedule.

Qualifications

• 1-3 years of recent end-user technical support experience  
• 1-3 years of experience of Microsoft cloud-related technologies (O365, OneDrive, Exchange)  
• 1-3 years of experience in desktop technologies (Windows, Mac OS, MS Office, Teams, Zoom)  
• Experience with FreshService and ServiceNow is a plus 
• Excellent written and verbal communication skills
• Strong time management and the ability to prioritize tasks
• Able to thrive in a fast-paced environment and work effectively under pressure  

Benefits

The base salary range for this role is $60,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking an Alternative Data Management Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis. The daily activities are diverse, from setting up and maintaining software applications, to ad hoc projects, and helping with data feed management. The role is a mix of finance and technology.

Responsibilities

• Alternative Data Management
  • Data Acquisition, Sourcing and Maintenance – manage source document and retrieval methods related to alternative investment products
  • Data Integrity – enrich unstructured data into existing data infrastructure
  • Data Quality and Controls – ensure completeness, timeliness and accuracy of relevant investment data through validation and control processes
  • Data Governance – adhere to data governance best practices
  • Cross-Functional Collaboration – collaborate across teams to provide insights from alternative investment data across multiple reporting platforms and systems
  • Automation and Process improvement – continuously look for ways to automate and improve existing processes
  • Documentation and Knowledge Sharing – maintain and share standard operating procedures

Qualifications

• Bachelor’s in Finance, Economics, Business Administration or related field
• 0 – 3 years in data management, analysis, or financial operations
• Proficiency in data management tools, excel and other software
• General understanding of the alternative investment landscape
• Ability to prioritize and execute tasks and meet deadlines
• Commitment to continuously learn new technologies and adapt to new data and systems as industry evolves
• Ability to identify and understand risks associated with data management processes
• Ability to support the team and build relationships across teams

Benefits

The base salary range for this role is $60,000 - $65,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

This position does not offer visa sponsorship now or in the future.

iCapital is looking to hire an Application Support Engineer, to join a growing Data Support team. This role is primarily related to production support. This individual will be working with customer support using technical troubleshooting skills focusing on SQL and site administration. This role will also get to work with the Product Development and Engineering teams on resolving customer requests and issues that demand technical knowledge.

Responsibilities

• Perform root cause analysis of production issues by utilizing SQL to analyze data and coordinate with the Production Support and Engineering teams to resolve issues.
• Serve as the primary liaison to work cross-functionally with clients, fund administrators, and business groups to manage and rectify data exceptions.
• Collaborate with Product Managers to define and implement data projects for existing and new features and workflows.
• Develop exception management tools to strengthen data quality control and produce metrics and dashboards to inform stakeholders on prioritizing resolutions.
• Define business and technology requirement documents for the Engineering teams to develop new features or to address issues.
• Develop an in-depth understanding of organizational data flow and its impact on business processes.
• Write test cases and perform UAT to ensure issues are identified and addressed.

Qualifications

• 3+ years of business analyst or data application support experience within the financial services industry
• Bachelor’s degree or higher in computer science, business analytics, business administration, finance or in a related field
• Proven track record of performing root cause analysis and coordinating with engineers on investigation and resolution
• Strong analytical, problem-solving, communication and relationship management abilities
• Experience with private equity or hedge fund business and data is a plus

Benefits

The base salary range for this role is $100,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President.

Responsibilities

• Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses.
• Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail.
• Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads.
• Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts.
• Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
• Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results.
• Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department.
• Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
• Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
• Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools.

Qualifications

• 1-5 years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
• Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
• Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred
• Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
• Advanced degree and/or credentials desired, such as MBA, CPA, CFA
• Advanced skills in Excel and PowerPoint
• Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
• Able to manage large sets of data and be able to implement checks and balances
• Excellent verbal and written communication skills
• Detailed oriented with big picture capability

Benefits

The base salary range for this role is $80,000 to $115,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Description

Graham Capital Management, L.P. is seeking a mid-level IT analyst to join the firm’s tech-support help desk team. The analyst will sit on the trading floor and provide operational support for firm-wide end user application and workstation hardware support. This role is based out of our Rowayton, Connecticut office, and will require flexibility to cover our New York City office as business needs arise, anticipating up to four weeks per year.

Responsibilities

• Install, maintain, and troubleshoot workstations, including performing software upgrades
• Provide support for market data and trade execution platforms
• Execute daily operational procedures, including morning system status checks, data center inspections, and managing trouble ticket workflows
• Participate in team meetings and collaborate effectively with colleagues
• Provide off-hours support as part of a rotating schedule with other team members

Requirements

• 5+ years of experience providing technical support for workstations
• BA/BS in Computer Science or related field
• Strong problem-solving and troubleshooting skills related to workstation hardware, computer systems and applications
• Experience with all Microsoft desktop software, particularly Microsoft Windows 11 and Office 365
• Financial Services industry experience; familiarity with market data applications from vendors such as Bloomberg and Refinitiv
• Excellent interpersonal and communication skills (verbal and written)
• Ability to work independently and collaboratively in a dynamic, fast-paced environment, often working on several projects at once
• Familiarity with Backup, Desktop Patching, VMware, or Ivanti product suite is desired
• Printer and/or print vendor management is desired
• Mobile Device Management (iOS/Android) is desired

Base Salary Range

The anticipated base salary range for this position is $120,000 to $160,000. The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications.  This wage range may be modified in the future.

In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs.

Notes:

No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation that a particular employee may be eligible for remains in the Company's sole discretion unless and until paid and may be modified at Graham’s sole discretion, consistent with the law.

Graham is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.

We’re looking for a data-driven Marketing Analyst to help optimize growth across acquisition, engagement, and retention efforts. This role will focus on turning data into actionable insights that improve marketing performance and drive customer growth. In addition to core marketing analytics, this role will also support broader business insights, and analytics around unauthorized streaming behavior to inform strategy and messaging. 

EverPass Media operates a hybrid work model. Candidates should be located within a commutable distance to our hubs in Greenwich, CT, Denver, CO, or Chicago, IL, with the expectation of regular in-office presence.

Key Responsibilities 

Marketing Analytics & Performance 

• Analyze performance across paid media, lifecycle marketing, partnerships, and outbound channels
• Build and maintain dashboards to track marketing funnel performance and key KPIs  
• Identify trends and opportunities to improve conversion, efficiency, and ROI  
• Partner with marketing teams to optimize paid and owned channels, including campaign structure, targeting, and performance drivers  
• Conduct segmentation, cohort analysis, and LTV/CAC modeling  
• Support A/B testing and experimentation initiatives  

Customer & Market Insights 

• Develop insights on customer behavior, preferences, and purchasing drivers  
• Support audience segmentation and targeting strategies  
• Analyze market trends to inform positioning, pricing, and go-to-market strategies  

 Piracy & Content Protection Support 

• Analyze piracy trends, including illegal streaming behaviors and market-level patterns  
• Support identification of high-risk geographies, segments, and business types  
• Collaborate with internal partners to track impact of anti-piracy initiatives  
• Help quantify revenue impact of piracy and measure effectiveness of mitigation efforts  
• Build reporting frameworks that connect piracy insights to marketing strategy (e.g., conversion of illicit users to legitimate customers) 

 Cross-Functional Collaboration 

• Partner with Sales, Product, and Piracy teams to align on growth opportunities  
• Present insights and recommendations to stakeholders in a clear, actionable way  
• Support strategic initiatives across marketing and go-to-market planning  

 Qualifications 

• 5+ years of experience in marketing analytics, growth analytics, or a similar role  
• Basic knowledge of paid media channels (e.g., Google Ads, Meta, programmatic) and key performance drivers such as CPC, CPA, ROAS, and conversion rates 
• Strong proficiency in SQL and data visualization tools (e.g., Tableau, Looker, Power BI)  
• Experience analyzing marketing funnels, attribution, and campaign performance  
• Experience in media, sports, streaming, or subscription-based businesses  
• Exposure to managing or directly optimizing paid media campaigns is a plus 
• Familiarity with market research or behavioral analytics  
• Experience with Python 
• Ability to translate data into actionable business insights  
• Strong communication and storytelling skills  

Expected Compensation: The anticipated base hourly wage range for a new hire into this position is $100,000 - $120,000. In compliance with local law, the range above reflects the current hiring range for this position. EverPass takes into consideration the qualifications, skills, and experience of the candidate, expected quality and quantity of work, and internal pay alignment when determining the salary level for potential new employees. EverPass expects to hire for this position at the mid-range salary, with the possibility of considering a higher salary only in rare cases when EverPass determines an external candidate possesses exceptional qualifications significantly exceeding the job requirements. 

About Us: 
EverPass Media is a comprehensive media platform dedicated to commercial businesses, that aggregates, distributes and enables streaming of live sports and entertainment content, and offers a wide array of consumer engagement and performance marketing tools for bars, restaurants, hotels and other commercial venues. Launched initially as the exclusive distributor of NFL Sunday Ticket to commercial establishments in the United States, EverPass partners with rightsholders, distribution partners and business owners to unlock greater access to premium live events and drive business growth. EverPass was founded in 2023 in partnership with RedBird Capital Partners and 32 Equity, the strategic investment arm of the National Football League. TKO Group Holdings, parent company of UFC and WWE, joined as an investor in 2024. 
  
Benefits and Perks:  
•    Competitive Compensation  
•    Medical, dental, vision, life, and long-term and short-term disability insurance 
•    Professional Development Programs 
•    Access to senior management and mentoring opportunities 
•    Employee Recognition Program 
•    Paid Parental Leave 
•    Mental Health and Recharge Days  
•    401k Match 
•    Pre-tax Transportation 
•    Employee Assistance Program 
•    In-person and Virtual Social Events including: Team Wins and Highlights from the Month, Cultural and Diversity Spotlights, and Happy Hours 
  
This is a chance for you to join a challenging and inspiring environment where you will have the possibility to make a daily impact. Every day you will work alongside helpful and down-to-earth colleagues who are dedicated and ambitious. Together we create an innovative environment that drives EverPass forward. If you are the right person for the role you will be part of a fantastic journey in a dynamic, high-growth business. We look forward to your application. 

EverPass is an equal opportunity workplace and an affirmative-action employer. We are always committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Discrimination is not welcome on the basis of any other status protected by the laws or regulations in the locations where we work. 

Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation.  If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our Data Analyst position in our Stamford, CT Office.

This position offers a flexible, hybrid working arrangement.

The Position

This hands-on Data Analyst position will reside within the Firm’s Business Solutions & Innovations department, where 20+ years of legacy technology and business processes are undergoing a complex and strategic overhaul, focused on efficiency, sustainability and providing a competitive industry advantage.

Key Responsibilities:

• Create and maintain reporting processes to support firm stakeholders
• Develop an understanding and knowledge of databases supporting firm operation
• Utilize Power BI Analysis Services for data visualization and reporting
• Leverage Aderant Database & Software for financial systems reporting
• Perform initial analysis and refinement of data
• Effectively communicate with internal/external resources
• Respond to ad hoc data requests
• Effectively analyze, reverse engineer, and document legacy scripting routines

Qualifications

• 1-3 years of Experience in Financial Systems Administration
• 1-3 years of recent Experience with Aderant Financial System
• Demonstrated Ability to Managing Data & Performing Data Analysis
• Working Knowledge Power BI Analysis Services
• MS SQL/SSRS/SQL Query skills required
• Exceptional MS Excel understanding, ability to debug, and develop a must
• VBA/Macro understanding and ability to debug are preferred skills 
• Familiar with using JIRA software or comparable software for project and task management
• Excellent analytical and problem-solving skills
• Multi-tasker with ability to successfully manage numerous projects and tasks concurrently
• Strong oral communication skills
• Ability to draft succinct, informative, and accurate reports and recommendations
• Organizational skills to manage toward deadlines and deliverables
• Experience leading the transition, integration, and implementation of legal e-billing platforms a plus
• Knowledge of Sequel Viewpoint Systems a plus
• Prior industry experience with mid to large sized Law Firm(s) a plus
• Bachelor’s degree (preferably in a Computer Science or related field), or substantial industry experience/expertise 

Job Summary:

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. 

Essential Job Functions for the Wealth Advisor will include:

• Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
• Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
• Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
• Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
• Managing client communications and follow-up with clients’ other advisors
• Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
• Attending company workshops or lectures and speak to groups of potential clients when called upon
• Implementing company policies and procedure
• Other duties as needed

Required Knowledge, Skills and Abilities:

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

#LI-Hybrid

Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
• Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients

• Ensures adherence to compliance and regulatory policies as well as company standards of client care

• Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus

Experience:

• 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• Experience utilizing financial planning software
• Expert at collaboration and willing to help others
• Sales aptitude and experience is preferred
• An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements
• Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a workstation.  

#LI-Hybrid

Position Overview

This role will be responsible for developing and driving the electronic business and data interfaces that support our growing annuity business. The successful candidate will partner closely with operational teams, sales colleagues, industry partners, and key vendor partners to deliver scalable automation and distribution solutions.

We are seeking a Hexure (FireLight) Developer to design, configure, and optimize automation solutions across our annuity platforms. This role will focus primarily on the Hexure FireLight platform, with opportunities to leverage and integrate with other distribution platforms such as AnnuityNet (AN4) and IPipeline (Affirm). The incumbent will play a critical role in enhancing operational efficiency, improving client experience, and supporting the growth of our annuity business.

Key Responsibilities

• Configure, customize, and maintain Hexure FireLight applications to support new annuity product launches, distribution automation, and operational workflows.
• Collaborate with business and IT teams to define requirements, design workflows, and implement automation solutions for annuity products.
• Partner with third-party administrators (TPAs) and vendors to implement integration capabilities using industry-standard protocols (e.g., DTCC, ACORD, IRI).
• Provide subject matter expertise on FireLight capabilities, while also contributing knowledge of AnnuityNet (AN4) and IPipeline (Affirm) where applicable.
• Create and maintain testing procedures and quality assurance standards for FireLight and related systems.
• Design, execute, and document test scenarios, including functional, regression, integration, system, and smoke testing.
• Troubleshoot errors/bugs, analyze test results, and recommend solutions and enhancements.
• Contribute in Agile project teams, reviewing user stories, preparing test cases, and providing iterative development feedback.

Qualifications

• Bachelor’s degree or equivalent education and experience.
• 3+ years of experience in the annuity industry with a focus on technology, operations, or product implementation.
• Hands-on experience with Hexure FireLight).
• Familiarity with AnnuityNet (AN4) and IPipeline (Affirm) preferred.
• Strong understanding of annuity products, distribution channels, and operational workflows.
• Knowledge of industry-standard data exchange protocols (DTCC, ACORD, IRI).
• Proficiency in test design, execution, and automation best practices.
• Knowledge of Agile methodologies and iterative development cycles.
• Excellent problem-solving, analytical, and communication skills.
• Self-starter with an Ability to work independently and collaboratively in team environments.
• Willingness to travel 10–20% as needed.

This role is not eligible for visa sponsorship now or in the future. 

#LI-KS1

Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. 

Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives.  Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. 

The base salary range for this role is $80,000 — $92,000 USD