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The Financial Advisor - Managed Programs role focuses on building client relationships, conducting investment planning, and collaborating with bank customers to identify suitable wealth management products.

The Financial Trader executes trade orders for various investment products, provides service to representatives, resolves trade-related issues, and ensures compliance with standards.

The Client Services Representative supports Financial Advisors by managing client paperwork, financial transactions, and maintaining client relationships, while ensuring a high level of customer service.

The Compliance Analyst will conduct reviews of advisors and transactions, ensure compliance with regulations, communicate policy changes, and assist with regulatory requests.

The Regional Business Development Manager recruits Financial Advisors and CPA firms, develops leads, and manages the sales process within the tax channel, focusing on CFG's value proposition.

The Desktop Services Associate provides operational support by managing workstations, troubleshooting technical issues, and ensuring user satisfaction for both office and remote staff.

The Digital Solutions Senior Product Owner leads AI-driven product strategy and execution, collaborating with stakeholders to enhance client and advisor experiences in wealth management.

The Supervision Specialist will perform principal review, business oversight, and support Financial Representatives while ensuring compliance with industry rules.

The Client Services Representative supports Financial Professionals by enhancing customer service, managing paperwork, and maintaining compliance, while handling client communications.

The Strategic Relationships Principal is responsible for developing growth strategies, managing relationships with distribution partners, resolving problems, and ensuring operational efficiencies for partner firms within Cetera.