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Oversee audits in Wealth Management, ensuring compliance and risk evaluation, managing teams, and developing client relationships, with strategic reporting to management.

Manage inbound call volume from retail customers, provide exceptional customer service, assist with account setups, and support financial advisors. Prepare for necessary FINRA licenses and gain foundational experience in wealth management.

Lead onsite technical support for executives, providing high-quality IT service, managing vendor teams, and ensuring service excellence in a fast-paced environment.

The Sales Manager oversees External Wholesalers and the Inbound Sales Desk, driving sales growth through relationship management and strategic campaigns, focusing on mutual fund distribution.

Serve as a technical expert in software development, system integration, and performance across multiple platforms, leading projects and ensuring quality.

The Client Relationship Specialist ensures client satisfaction by handling inquiries from MEP participants, providing support on 401(k) plans, and resolving compliance-related issues.

The Summer Student will assist Senior research analysts by conducting fundamental research analysis, summarizing earnings calls, developing financial models, and supporting ESG efforts.

Sales Support Specialists assist Internal Sales Representatives with rollovers and consolidation of retirement assets, manage participant inquiries, and produce sales proposals and marketing programs.

The Compliance Intern will assist the Compliance Department with projects, transaction data review, risk assessments, policy reviews, and process improvements while ensuring confidentiality and accuracy.

The intern will support sovereign credit research and macro analysis, perform fundamental research, update financial models, and track economic data.