Job description It helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role: We obsess with our clients: we put them front and central to everything we do. The focus of this role is to contribute to client codebase and collaborate with users to identify