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Provide exceptional administrative support to Wealth Advisors by managing client reviews, scheduling meetings, and preparing investment portfolio analyses while fostering personal growth in financial services education.

This role supports the development and execution of the Nicola Wealth Secondaries strategy, involving investment analysis, monitoring, and report preparation.

The Senior FP&A Analyst will support budgeting, forecasting, financial analysis, and reporting, while identifying operational efficiencies and assisting in financial decision-making processes.

The Manager of Financial Planning and Analysis will oversee budgeting, forecasting, and financial modeling while providing strategic financial insights to help drive decision-making and business performance improvements.

The Vice President, Institutional Sales leads and develops the institutional service offering, securing new clients and managing relationships with institutional investors.

Provide high quality technical support to staff, managing helpdesk tickets, hardware and software installation, and troubleshooting across various IT platforms.

The Wealth Advisor provides comprehensive wealth planning and investment management to clients, developing client relationships and offering tailored financial solutions.