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Manage and grow a supplied book of business by building relationships with affiliate CPA firms, generating leads, developing financial and tax-smart planning solutions, coordinating account openings with support staff, presenting recommendations to clients and CPAs, conducting client workshops, and driving asset growth and insurance sales while maintaining industry knowledge and compliance.

The Due Diligence Operations Manager oversees operational workflows for product due diligence, ensuring compliance and efficiency while managing cross-functional collaboration and risk management.

Design, build, and operate customer-facing CIAM solutions using Microsoft Entra B2C. Implement authentication (OIDC/OAuth/SAML), custom IEF policies, social/enterprise federation, MFA, self-service user journeys, token/claim strategies, provisioning/lifecycle processes, and monitoring/Tier 3 support. Collaborate with dev teams and stakeholders and maintain IAM platform documentation and standards.

Provide real-time advisor support and training for financial planning tools, troubleshoot technical and planning issues, deliver virtual/in-person sessions, create scalable training materials and knowledge base content, support software releases, and drive advisor adoption and plan quality.

Serve as a subject-matter expert on the My Advice Architect (MAA) platform, delivering consulting engagements, trainings, and webinars. Create and maintain educational content, drive platform adoption, analyze usage, resolve platform issues, and act as a liaison across teams. Conduct 1:1 advisor consults, document engagements in Salesforce, support change management and rollout activities, and contribute to platform roadmap and adoption initiatives.

Find, present to, recruit, and close independent financial advisors to join CFG in the East region. Build territory recruiting plans, manage pipeline and metrics, deliver presentations, negotiate offers, and collaborate cross-functionally while tracking activity in Salesforce and Excel.

Review and approve retail advertising and communications for compliance with federal/state insurance rules, FINRA and SEC regulations. Research and draft guidance, respond to regulator inquiries, manage SME review processes, maintain compliance materials, and communicate regulatory impacts to business units.

Prepare and review individual, fiduciary, and small business tax returns; partner with wealth advisors to implement tax strategies; sign returns; coordinate quarterly estimates, projections, and year-end planning; identify process improvements and adopt new tools; communicate with clients via emails and planning documents; foster collaboration between tax and wealth teams.

Manage day-to-day client servicing for assigned accounts: process transactions, coordinate onboarding, prepare client materials, communicate with clients/custodians, resolve moderately complex inquiries, maintain CRM and documentation, escalate risks, and recommend workflow improvements.

The Client Services Representative supports Financial Advisors by handling client paperwork, conducting financial transactions, and enhancing customer service. Responsibilities include scheduling appointments, preparing client materials, and maintaining client relationships through effective communication. This is a hybrid, part-time role requiring strong customer service skills and some administrative experience.