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The Director leads commercial incentive compensation and customer profitability programs, providing strategic direction, ensuring compliance, and enhancing team performance in a banking context.

Provide administrative and client-facing support to Financial Advisors: prepare for client meetings, manage referrals and scheduling, gather client data, generate plans and reports, run and analyze reports, execute trades as directed, handle client inquiries, and lead initiatives to improve advisor-assistant efficiency.

Manage income tax compliance and provision reporting, oversee tax return preparations, support audits, lead a team, and ensure regulatory compliance.