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The Advisor Team Operations Specialist is responsible for supporting wealth management operations, ensuring effective client service, and assisting with team-based financial planning processes.

The RVP will expand wallet share from existing clients, support financial advisors, and drive AUM growth through client engagement.

The Associate Regional Vice President is responsible for business development in wealth management, focusing on client transition and relationship building with custodial partners.

The Prospect Acquisition Associate will confirm and qualify prospective clients, schedule meetings with advisors, and facilitate an exceptional client experience, primarily through outbound calls and managing CRM documentation.

The Procurement Associate will support vendor lifecycle strategies, collaborate with stakeholders, analyze data, and facilitate contract reviews and negotiations.

Lead and execute risk-based internal audits, provide advisory support to business units, and communicate audit findings and recommendations.