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We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team at MoneyTree Partners. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong re...
Jul 07, 2025
Develop and implement operational strategies to optimize efficiency and effectiveness• Supervise trade execution & EOD bifurcations/allocations and settlements• Manage fund operations, including fund accounting, settlements, and reconciliations• Manage liaison with brokers, custodians and banks for PMS operations• Ensure compliance with all reg...
Jun 01, 2024
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