This role involves processing corporate actions, liaising with various departments, and ensuring accurate documentation and communication regarding financial securities.

The Sr Risk Analyst will support risk management initiatives by analyzing data, maintaining reporting systems, guiding business continuity plans, and assisting with audits while ensuring regulatory compliance.

As a Paraplanner, you will support advisors by executing trades, processing money transfers, onboarding new clients, and ensuring a compliant client experience with attention to detail and strong communication.

The candidate will assist advisors and clients with service issues and account information, ensuring timely resolution and excellent customer service while collaborating across teams.

Support clients in financial planning and relationship management, assist in business development initiatives, and contribute to marketing efforts.

The role involves calculating management fee rebates, providing Management Information reporting, maintaining accurate data, and liaising with clients and the business.

The Sales Supervision Manager oversees advisor practices, conducting sales reviews and supervising reports, while ensuring compliance with regulations and training advisors.

Lead a team of Registered Principals in financial services supervision, manage escalations, assess performance, and improve client experiences through effective leadership and analytics.

The Senior Analyst will conduct thematic investment research on sustainability, collaborate with analysts and portfolio managers, and engage with companies, delivering actionable insights and contributing to firm-wide strategies.

Assist a seasoned financial advisor in client financial planning, build a personal book of business, and execute marketing plans to attract clients.

The role involves developing client relationships, educating on SMA offerings, responding to inquiries, and collaborating with sales specialists.

The Sr. Manager will lead risk management for Columbia Threadneedle's EMEA Distribution, overseeing risk identification, governance, and strategy implementation. Responsibilities include managing risk events and enhancing control processes.

The EMEA Product Marketing specialist creates and maintains marketing materials, coordinates with teams, manages compliance processes, and analyzes market trends to support product positioning.

Assist financial advisors in servicing clients by preparing financial plans, conducting investment research, managing office workflow, and supporting marketing efforts.

This role focuses on asset management risk and compliance, documenting procedures, supporting operational activities, and data analysis. It requires strong communication skills and experience in financial analysis and operational risk management.

Develop and support Data Quality projects, resolve data issues, implement quality rules, and communicate with business units and IT teams.

As a Financial Advisor, you will help clients shape their financial futures, conduct meetings, build relationships, and generate business through referrals and marketing strategies.

As a Financial Advisor, you'll engage in coaching, generate client prospects, conduct financial planning meetings, and build relationships to support clients' financial goals. Revenue potential includes base salary and bonuses based on performance.

As a Financial Advisor, you'll help clients shape their financial futures through planning, generate prospects, build relationships, and achieve results in a supportive environment.

The Compliance Analyst will manage the Field Compliance Manual process, assist in policy drafting, maintain compliance records, and respond to inquiries within the AWM Compliance program.