Teams at tastylive

Process brokerage account applications and maintenance requests, verify customer documentation, support CIP and AML/KYC due diligence, and escalate discrepancies or suspicious activity. Provide customer support through chat, email, and phone while documenting interactions in Salesforce. Maintain accurate regulatory records, assist with suitability reviews, and contribute to process improvements. The role builds foundational brokerage operations expertise and prepares employees for approver-level responsibilities.

Own integrated marketing plans and calendars for product launches and campaigns across paid, lifecycle, content, social, and partnership channels. Lead go-to-market processes from briefing through launch and post-launch analysis, track timelines and dependencies, and report campaign status to leadership. Use performance and engagement data to optimize messaging and channel mix. Partner with product, creative, analytics, compliance, and channel teams while contributing strategic positioning and hands-on campaign execution.

Lead risk-based internal audit engagements across trading, brokerage, technology, finance, compliance, and customer-facing functions. Responsibilities include scoping audits, conducting walkthroughs and control testing, analyzing data, reviewing evidence, preparing reports, tracking remediation, supporting annual audit planning, and reporting to senior management and the Audit Committee. The role collaborates with global Internal Audit colleagues, Risk, Compliance, and external auditors.