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Lead day-to-day operations for the Advisory Managed Account business on Pershing, overseeing cashiering, transfers, case management, trading overlays, policy/SLA development, and third-party vendor relationships. Manage a team supporting ~100,000 accounts, collaborate with legal/compliance/finance/marketing, drive process improvements, prioritize escalations, and ensure service levels for account openings and ongoing operations.

Lead ISP strategic initiatives and platforms to support business growth and field/client experience; prioritize product enhancements; identify and execute performance improvements; manage vendor and partner relationships; oversee data usage and storage governance; build financial and strategic business cases; partner with senior leadership and Technology for modernization and automation.

Lead an Operational Assessment team to perform risk-based internal control testing for securities operations. Ensure timely, accurate testing, report results to management, identify control gaps, support remediation, coach staff, and prepare executive-level test reports to monitor control effectiveness and regulatory compliance.

The AVP of Investor Relations will develop and manage investor messaging, review peer models, monitor stockholder movement, and build investor relationships.

This role leads underwriting research and analytics to improve risk segmentation and performance, partnering with various teams to evaluate data sources, develop predictive models, and present insights to leadership.

Lead end-to-end vendor lifecycle and develop category strategies for SaaS and software sourcing. Drive cost savings, licensing optimization, vendor consolidation, RFx and contract negotiations, renewal planning, supplier performance management, and cross-functional compliance with IT, Legal, Finance, Risk, and Security.

Lead ownership of Strategic Vendor Management analytics: build and maintain Power BI dashboards, reporting, and automation; ensure data governance and KPI definitions; deliver executive-ready insights on vendor performance, risk, compliance, and value; partner with Procurement, SVM leadership, and Transformation to enable data-driven decisions.

Manage the vision and execution of Primerica's Marketing Automation program, driving team performance, product metrics, and enhancing client communication to boost sales and retention.

The Marketing Advisory Analyst reviews content for compliance, manages cases, and assists with marketing and training materials while ensuring regulatory adherence.

The UX/UI Designer 3 will lead creative direction, enhancing user experiences using Pega. Responsibilities include collaborative design, stakeholder engagement, and producing high-fidelity prototypes.