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The Financial Control Analyst II ensures compliance with SOX by testing internal finance controls, reporting gaps, and collaborating with auditors to address deficiencies.

The Director, Muni Client Portfolio Manager oversees municipal investment products and client portfolio management by analyzing performance data, supporting RFP requests, and communicating portfolio metrics to stakeholders.

The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, manage client accounts, and deliver financial solutions.

The VP is responsible for managing ETF capital markets operations, developing strategic partnerships, and ensuring efficient market activity while mentoring junior team members.

Wealth Management Client Relationship Managers partner with advisors to enhance client relationships, manage client portfolios, and help high-net worth clients achieve financial goals through effective communication and relationship building.

The Operations Senior Associate will manage projects across various domains, support product onboarding, enhance automation, and build partnerships. Requires strong organizational and communication skills with a focus on problem-solving and adaptability.

The Wealth Management Client Relationship Manager partners with advisors to enhance client services for high-net worth clients and manage client relationships effectively.

The Wealth Management Client Relationship Manager partners with advisors to deepen client relationships, manage a client book, and implement financial plans.

The Wealth Management Client Relationship Manager supports Wealth Management Advisors to deepen client relationships and assist high-net worth clients in achieving their financial goals, managing a book of clients, and implementing financial plans.

The Wealth Management Advisor manages relationships with affluent clients, guiding them in financial goal setting and implementing suitable investment solutions.