The specialist will support the rollout of the new CRM system by assisting branches with data preparation, validation, and user training. They will also maintain CRM data, create training resources, and provide ongoing support for Wealth Management applications.
The consultant will serve as a subject matter expert and primary resource for financial professionals regarding investment solutions, including mutual funds and ETFs. They will also manage strategic asset manager relationships and lead cross-functional projects to support business growth and platform development.
The Compliance Associate supports the department by assisting with branch examination programs, Anti-Money Laundering (AML) monitoring, and general supervision tasks. They also help manage associate disclosures, customer complaints, and data analysis to ensure adherence to firm policies and industry regulations.
Lead the development of business-critical full-stack applications using ReactJS and NodeJS with a focus on scalable architecture. Responsibilities include conducting code reviews for internal and offshore teams and ensuring adherence to SDLC standards.
