Preferred: Progress toward or interest in obtaining the CFA designation Strong project management, organizational, and multitasking skills Excellent communication skills (written and verbal) Creative thinker with professional maturity and ability to engage stakeholders at all levels, specifically senior management Proficiency in Excel, PowerPoint, and leveraging technology/AI for efficiency FINRA Requirements FINRA licenses are required and will be supported for this role. $108,000.00 - $184,000.00 for the location of: Maryland, Colorado, Washington and remote workers $108,000.00 - $184,000.00 for the location of: Washington, D.C. $108,000.00 - $184,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role.