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The Manager - Wholesale CRM will lead the wholesale distribution strategy, manage relationships with fund distribution partners, produce marketing materials, analyze market trends, and ensure compliance with regulations. They will coordinate client meetings and collaborate with various teams to deliver effective financial solutions.

The Client Manager is responsible for delivering excellent client service by managing client queries, resolving operational issues, and overseeing client life-cycle events. This role involves maintaining client documentation, handling reporting, and ensuring compliance with regulations, while building strong relationships with clients and internal teams.

The R&C Monitoring & Oversight Consultant will be responsible for developing and delivering a Monitoring & Oversight Plan, conducting reviews of regulatory compliance and control, managing special investigations, and designing remediation actions. They will also support the evolution of review methodologies and contribute to ad-hoc reporting requests.