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The Sr. Manager, Investment Tax oversees tax compliance for mutual funds, manages provisions, and optimizes tax operations while mentoring junior staff.

The Senior Sales Specialist will service and deepen participant relationships, resolve account issues, and refer clients to consultants while achieving sales targets.

The Intermediary Sales Consultant manages relationships and sales opportunities with financial advisors, focusing on business development and territory management to drive sales growth.

The Intermediary Sales Consultant manages relationships with Financial Advisors, focusing on business development, territory management, and sales support. Responsibilities include prospecting, client engagement, and using CRM tools to optimize sales efforts.