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Trainee participates in the Advisor Mastery Program to learn financial advising, sales, client development, investment management, account administration, compliance, and licensing. Builds a book of business, meets production targets, provides client service, completes required training and obtains FINRA and insurance licenses within prescribed timeframes.

Lead ServiceNow Engineer designs, develops, tests, implements, maintains, and supports ServiceNow applications and integrations. Analyzes requirements, recommends solutions, leads projects, performs system testing/validation, documents specifications, and prevents rework to deliver timely, secure platform solutions.

Support cross-functional initiatives to improve employee and client experience via process analysis, reporting, dashboards, executive materials, change management, and technology/AI enablement. Collaborate with senior management and functional partners to identify opportunities, implement scalable solutions, and drive adoption.

Trainee participates in a rotational advisory program to develop financial planning and sales skills. Responsibilities include prospecting, building client relationships, recommending suitable investments, obtaining required FINRA and insurance licenses, meeting production targets, and completing program training and assessments.

Lead enterprise integration initiatives by gathering and documenting requirements, defining APIs and data mappings, supporting UAT and deployments, analyzing financial data, maintaining integration documentation, and mentoring junior analysts to improve processes and delivery.

Provide front-line and second-line IT support for hardware, software, and connectivity issues via phone/chat/email; use knowledge management tools, assist with installations and forms, document activity, escalate outages/trends, participate in on-call rotation, and follow procedures to meet service targets.

Provide front-line and second-line hardware, software, and end-user support in a contact center. Troubleshoot and resolve tickets, assist with installations and forms, escalate outages, document activities, carry rotating on-call phone, perform data entry, follow procedures, and participate in training and development.

Provide high-level administrative and operational support to senior executives: manage complex calendars, coordinate domestic and international travel, prepare meeting materials, handle confidential communications, manage expenses and office operations, coordinate events and projects, and build cross-functional stakeholder relationships in a financial services environment.

Lead architecture, design, development, testing, deployment, and support of enterprise Angular applications. Drive technical decisions, mentor engineers, implement micro frontends, optimize performance, ensure accessibility, integrate with backend APIs, and promote CI/CD and automated testing practices.

The Senior Analyst will develop AML models, analyze financial crime trends, ensure data quality, and collaborate with technology teams to improve analytics infrastructure.