The Strategist will function as the liaison between the CMG and clients and will work with clients on investment policy development, asset allocation, manager structure, and performance analysis and reporting.
Manages a team sales & service plan that aligns with the financial expectations of bank and maximizes results by effectively aligning associates and their activities to create value for both the customer and the bank.
Conduct FCIS cycle branch and OSJ exams; monitor the Firms business; communicate compliance related concerns to the manager of appropriate department or associate and to the Manager Investor Services Compliance. Conduct and/or support Annual testing for broker dealer and RIA.
Responsible for translating business needs into actionable talent attraction and acquisition strategies that include sourcing, screening, and selection process management to ensure optimal talent quality.
The Product & Channel Analyst will perform business and system analysis for digital channels, branch or card products as a liaison between Program/Product Managers, IT, 3rd party vendors, and key internal stakeholders.
The analyst will lead all aspects of requirements analysis, traceability and testing for enhancements and projects that are small, medium or large in size &/or complexity while supporting those functions for large cross-functional or Enterprise-wide initiatives.