The wealth management technology firm has posted listings for two new roles that will guide its forthcoming direct-indexing efforts. The firm is scouting for a senior portfolio manager to develop and manage its direct indexing and tax management programs. It will also hire a quantitative analyst who will assist the manager in creating, executing, and managing the products.
Foreside’s Jennifer Hoopes, Senior Managing Director, provided commentary around why direct indexing is appealing to both advisors and asset managers and specifically how Brinker could offer this technology. Read her full thoughts in Ignites HERE.