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Provide business analysis to support project delivery, develop solutions, manage implementation, and enhance stakeholder engagement. Conduct feasibility studies and risk assessments, document processes, and communicate effectively with business units.

The Director of Business Intelligence will lead BI transformation and modernization initiatives, managing a team while ensuring data governance and cloud migration, and developing insight-driven dashboards for financial crimes' analytics.

The role focuses on developing partnerships and recruiting financial advisors, managing relationships, and implementing business development strategies.

Generate and manage relationships with financial advisors to drive sales revenue from financial products. Conduct presentations, develop business plans, and collaborate with internal teams to meet sales goals.

Conducts fraud investigations, analyzes suspicious activities, drafts SARs, and collaborates with stakeholders to mitigate fraud risk.

Support internal associates and Financial Advisors by resolving client issues related to cash distributions and reconciliations, ensuring quality standards are met.

The Financial Planning Consultant analyzes customer needs to develop tailored financial strategies, manages client relationships, and provides customer service guidance, while ensuring compliance with regulatory standards.

The Capital Access Associate provides client support through effective communication and data management, ensuring strong collaboration and customer satisfaction under supervision.

The Relationship Management Support Specialist assists the RCS team in managing client relationships, executing strategies, and ensuring operational efficiency. Responsibilities include client billing, reporting, communication, and maintaining Salesforce CRM data.

The Financial Advisor Trainee will learn to build an individual practice by developing client relationships, providing financial advice, and meeting production targets through the training program.