Review and approval of transactions for suitability and documentation of all products, including fixed income products, equities, UIT's, REITS, other direct participation programs, mutual funds, 529 plans, indexed annuities, variable annuities, variable life products, structured products, and investment advisory products.
Responsible to provide strategic analysis support to Division's within the operating Group. This position will be involved in various complex business intelligence projects, such as preparing and analyzing key performance metrics, sales pipeline, sales forecasts, client profitability, and product cross-sell results.
Assist in the management of day-to-day team operations and problem solving in the process of merchant funding. Implement bank account updates, pricing changes, risk hold removals and releases. Perform reconciliation analysis and research daily variances between bank data and internal data.