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Monitor client accounts for compliance with Regulation T and FINRA Rule 4210, process securities and money movements, investigate margin and risk issues, audit account data, resolve branch and client problems, and support or coach junior and senior staff. The role requires broker-dealer operations expertise, knowledge of margin calls, liquidations, options, pattern day trading, concentrated positions, and other complex account activities.

Coordinate student enrollment, registration, lottery, waitlist, and re-enrollment processes. Provide information to prospective families, conduct outreach and parent sessions, maintain student records and residency documentation, synchronize SchoolMint and Infinite Campus data, produce enrollment reports, support standardized testing, onboard new students, and process transcript and student-information requests.

Supports a probate, trust, and estate practice by managing client communications, attorney calendars, correspondence, travel, documents, court filing packages, deadlines, meetings, billing records, and matter files. Serves as a polished point of contact for high-net-worth clients and advisors while handling sensitive information with discretion. Works independently under attorney supervision and uses NetDocs and firm systems to maintain accurate electronic and physical records.

Leads the organization’s people strategy and all core HR functions, including culture and engagement, employee relations, compliance, talent acquisition, compensation and benefits, organizational development, performance management, workforce planning, and HR operations. Partners with executive leadership and General Counsel, oversees HR transformation and HRIS improvements, develops scalable policies and systems, and guides organizational growth, integration, and change management.

Sources goods and services, manages suppliers and inventory, negotiates contracts and purchase orders, evaluates bids, tracks supplier KPIs, ensures timely delivery, resolves payment and delivery issues, supports audits and supplier diversity, and maintains compliance with supply chain policies.

Monitors and investigates security alerts, performs first-level incident triage and intrusion detection, analyzes threats and network traffic, supports incident response and remediation, and assists with security engineering projects. Maintains information security standards and procedures, researches emerging threats, improves security alerting automation, supports access management, and communicates security issues to end users, departments, and senior management.

Oversee electrical architecture for complex DNA sequencing instruments, including mixed-signal circuit boards, power and signal distribution, cables, harnesses, embedded systems, and high-speed interfaces. Lead prototyping, validation, troubleshooting, design reviews, regulatory compliance, FMEA, manufacturing transition, supplier collaboration, and reliability improvements across multidisciplinary engineering and operations teams.

Leads field-based sales enablement and referral growth across dental practices. Develops and delivers coaching programs, trains teams on consultative selling, provider engagement, referral strategies, and HubSpot CRM adoption. Conducts field observations, supports onboarding and performance initiatives, improves sales behaviors, and uses CRM insights to identify opportunities. Partners with marketing, operations, clinical education, surgeons, and practice leaders to translate strategy into consistent execution across multiple markets.

Direct commercial contracts and legal operations across the full agreement lifecycle, including negotiation, execution, compliance, renewals, closeout, and obligation tracking. Develop contract playbooks, manage legal workflows and outside counsel, assess risk, support closings, maintain auditable contract records, and provide reporting to leadership and stakeholders. Partner cross-functionally with business teams and implement contract management and AI-enabled process improvements.

Leads funeral home operations and staff, provides funeral arrangements and services to families, oversees onboarding and training, manages documentation and regulatory paperwork, conducts community outreach, and performs licensed decedent preparation duties including transfers, embalming, dressing, cosmetizing, and casketing. The role also handles on-call first calls, service coordination, post-service follow-up, and client relationship management.