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Provides customer-facing support to financial professionals, responding to questions and concerns, assisting with account openings, reviewing paperwork, maintaining electronic files, and coordinating transactions with clearing firms, fund companies, and carriers. Ensures accurate, timely processing, regulatory adherence, client satisfaction, and responsive service while helping improve procedures based on business and regulatory changes.

Serve as primary relationship lead for client households, deliver comprehensive financial planning, mentor advisory staff, drive business development through networking and COIs, manage transitioned client relationships, and ensure timely, accurate planning deliverables to grow firm assets and retain clients.

Supervise a team of Advisor Support phone agents serving financial professionals. Coach, set goals, provide real-time floor support, resolve complex inquiries (money movement, account maintenance, new accounts), maintain quality and productivity, and drive advisor satisfaction while adapting to changing business needs.

Manage a team of Advisor Support Specialists to deliver high-quality service and retention for financial professionals. Set team goals, coach and develop staff, handle performance management, drive advisor satisfaction and productivity, resolve operational challenges, maintain internal relationships, and adapt to shifting business priorities.

The Regional Advisory Consultant drives sales strategy and promotes the firm's investment advisory platform among financial advisors, focusing on adoption and growth.

The Finance Manager will provide financial insights for acquisitions, manage due diligence, develop acquisition models, and mentor junior members while collaborating with executive leadership.

Provide high-quality inbound phone support to advisory clients, process and verify service forms, document interactions, resolve issues or escalate, follow workflows and compliance, and collaborate with internal teams to improve service delivery.

Mid-level analyst owning analytical projects end-to-end: build dashboards, reports, and data models; conduct structured analyses to surface insights; partner with Finance stakeholders; improve processes and automation; mentor junior analysts; and ensure data quality, documentation, and clear communication of findings to technical and non-technical audiences.

Provides senior-level technology support for a regulated financial services organization. Serves as the escalation point for complex technology issues, leads cross-functional technology projects, manages vendors, coordinates upgrades and deployments, and drives process improvements. Supports cybersecurity, information security, business continuity, disaster recovery, compliance, user training, and technology adoption while advising management on technology investments and maintaining critical business systems.

Execute and verify trades and rebalance ETF and mutual fund model portfolios; monitor cash flows, concentrations, and exceptions; service account requests; establish accounts on Black Diamond and custodial platforms; prepare AUM and revenue reports; support portfolio allocations and advisor inquiries.