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The Associate Manager, Financial Planning engages NYC Deferred Compensation Plan participants through seminars and financial planning sessions, enhancing relationships and promoting plan growth.

Lead strategic client engagements for high-value public sector retirement plans, deliver analytics and Visual Analytics dashboards, present investment reports, mentor junior staff, conduct plan reviews, and provide strategic recommendations to optimize plan design and investment strategy.

The Compliance Officer ensures compliance with securities laws and internal policies, conducts reviews, prepares documentation, and trains staff.

The Compliance Officer ensures compliance with securities laws, supports policy development, performs compliance reviews, prepares documentation, and delivers training.