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Responsible for resolving client requests through calls, chats, or emails, providing accurate account maintenance and ensuring a great client experience.

Develop and deliver complex financial applications, manage teams, define technology strategy, and ensure compliance and stability in software solutions.

The portfolio manager oversees high net worth clients' investments, develops strategies, and manages portfolios, with a focus on client relationships and investment returns.

Provide comprehensive advice and customized solutions to clients for achieving their financial goals. Key tasks include triaging leads, making referrals, reviewing financial plans, recommending brokerage products, and completing required licensures.

Provide personalized financial advice and solutions to clients, meeting their investment goals and making referrals based on needs.

Responsible for executing audits related to economic sanctions, assessing control environments, and developing business relationships, while recommending improvements.

This role involves leading advanced penetration testing and vulnerability assessments to identify high-risk vulnerabilities, mentoring junior engineers, and coordinating with leadership on security issues.

The Private Client Manager II is responsible for managing client relationships, advising on financial needs, driving new business inflows, partnering with internal teams, and ensuring client satisfaction.

The Private Client Manager II expands client relationships, drives new business, leads credit opportunities, mentors colleagues, and delivers a branded client experience. Responsibilities include advising clients, coordinating team efforts, and utilizing digital capabilities.

As a Financial Solutions Advisor Stage I, you will provide financial advice, conduct client presentations, and transition between banking and investments.