Design and develop high-quality PowerPoint presentations, pitch books, and templates for Investment Banking while maintaining brand standards. Collaborate with bankers and business partners to transform complex financial data into clear, professional visual assets.
The role involves initiating high-volume outbound sales calls to experienced financial advisors to cultivate partnerships and explore affiliation opportunities. You will collaborate with recruiting partners to develop business strategies and manage the full lifecycle of the advisor recruitment process.
The Development Risk Manager is responsible for planning and monitoring the lifecycle of assets while analyzing performance, risks, and costs. They provide authoritative recommendations on technical and professional solutions to improve business performance and internal communications.
The VP, Banking Consultant serves as the primary point of contact for Financial Advisors to provide expertise on Private Client Banking products including lending and cash solutions. They are responsible for driving sales growth, conducting branch visits, and developing marketing strategies to meet loan production goals.
The Trust Officer administers personal trust accounts in accordance with statutes and regulations while leading complex projects and resolving accounting issues. They also collaborate with Financial Advisors and clients to define goals, establish asset allocations, and provide guidance on estate planning and tax matters.
Provides proactive virtual support to financial advisors by managing client account maintenance, administrative tasks, and client inquiries. Coordinates the new client onboarding process and ensures efficient use of firm technology and resources.
The recruiter is responsible for sourcing, attracting, and screening candidates while managing the full recruitment pipeline for client offices. They will also consult with clients to define job requirements and maintain accurate records within the ATS and CRM systems.
The manager will lead a remote team of presentation designers by directing daily workflows, managing performance, and ensuring high-quality project execution. They serve as the primary liaison between clients and the design team to negotiate priorities and translate business needs into effective design solutions.
Conduct risk-based onsite branch examinations of retail brokerage offices to ensure compliance with federal, state, and firm regulations. Document testing activities, communicate findings to management, and provide compliance support to business partners.
Conduct risk-based onsite branch examinations of retail brokerage offices to ensure compliance with federal and state regulations. Document testing activities, communicate findings to management, and provide compliance support to business partners.
The external wholesaler is responsible for building and managing relationships with financial advisors to generate sales revenue within a specific territory. They will educate advisors on products, implement business plans, and collaborate with internal teams to achieve sales goals.
The External Wholesaler is responsible for building and maintaining relationships with financial advisors to generate sales revenue within a specific territory. They will conduct presentations, manage business plans, and collaborate with internal teams to meet sales goals.
The analyst will develop sophisticated financial models to evaluate debt capacity, project feasibility, and long-term performance for complex public and nonprofit infrastructure projects. They will partner with senior bankers to structure innovative financing solutions and manage transaction workstreams.
Lead the operational execution, governance, and quality assurance of Workday reporting across the organization. Manage a team of contributors to deliver scalable reporting solutions that support HR leaders and enterprise workforce decision-making.
Lead advanced analytics and AI-enabled transformation for HR People Analytics to improve decision-making and stakeholder experience. Design and deliver scalable BI products and dashboards outside of Workday while managing an individual contributor.
Build and maintain relationships with financial advisors and regional wirehouses to generate sales revenue and assets. Educate advisors on financial products through presentations, seminars, and strategic business plans.
Build and maintain relationships with financial advisors and regional wirehouses to generate sales revenue and assets within a specific territory. Educate advisors on product benefits through presentations, seminars, and collaborative efforts with internal wholesalers.
Conduct onsite risk-based examinations of retail brokerage offices to ensure adherence to firm policies and federal/state regulations. Document testing activities and communicate findings to branch management and compliance leadership.
Provide consultative wealth planning and technical guidance to financial advisors and high-net-worth clients. Lead large cross-functional projects and educate advisors on wealth management products to support asset growth.
Execute risk-based branch examinations for FINRA-registered and non-registered Private Client Group branches. Document testing results, identify adverse trends, and communicate findings to branch management and compliance leadership.
Manage strategic client relationships for the Correspondent Clearing Division to drive loyalty, manage escalations, and grow assets. Lead strategic planning, marketing campaigns, and project development to enhance CCD platform adoption and profitability.
