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Develop and expand client relationships through strategic alliances and sales support. Responsible for prospecting and managing customer service requests, while ensuring compliance with regulations.

Manage income tax compliance and provision reporting, oversee tax return preparations, support audits, lead a team, and ensure regulatory compliance.

This role involves reviewing SEC filings and financial statements, ensuring compliance with accounting standards, mentoring team members, and leading disclosure comparisons and documentation research.

The Senior Securities Specialist monitors and processes trade settlement activities, resolves discrepancies, and assists clients while ensuring accurate operations in the CMG business line.

The Account Specialist manages daily operational support and relationship building for key clients, focusing on account service, data analysis, and customer satisfaction.

The Marketing Automation Strategist will develop and optimize email marketing and automation campaigns, analyze performance, and collaborate with marketing teams to drive customer engagement and conversion.

Oversee investment team, manage complex client portfolios, develop investment strategies, and build client relationships while ensuring adherence to fiduciary guidelines.

The Product Manager leads investments initiatives, defines strategies, manages vendor relationships, and prepares business cases for new products while overseeing cross-functional teams.

Support Private Client Advisors in delivering wealth management services, assist with account administration, and maintain strong client relationships.

The Senior Marketing Specialist will develop and execute marketing initiatives, manage projects, conduct research, and ensure brand consistency for the Commercial line of business.