The Regional Vice President is responsible for developing and implementing sales and marketing strategies to grow Beacon Capital Management's advice and services within the assigned territory. This role involves building relationships with Registered Investment Advisors, delivering presentations, and partnering with internal wholesalers to meet sales goals.
Lead, coach, and develop customer service teams to meet KPIs and SLAs while driving efficiency and high-quality service. Manage departmental budgets, process improvements, and cross-functional relationships to ensure compliance and operational excellence.
The role involves developing and executing risk-based compliance testing and monitoring for investment advisers and broker-dealers. You will identify control gaps, document findings, and collaborate with business partners to drive remediation and ensure regulatory adherence.
The Regional Vice President is responsible for developing and implementing sales and marketing strategies to grow Beacon Capital Management's services within the assigned territory. This includes building relationships with Registered Investment Advisors, delivering educational presentations, and managing territory coverage to meet sales goals.
The Manager will lead, coach, and develop the Agency Services team to ensure high-quality, compliant service delivery while meeting KPIs and SLAs. They are responsible for driving operational efficiency, managing budgets, and fostering a high-performance culture across multi-site and remote teams.
The analyst will support investment data governance, maintain security master data, and perform complex reconciliations across accounting systems. They will also collaborate with internal and external teams to ensure regulatory compliance and lead user acceptance testing for system enhancements.
The External Wholesaler is responsible for driving annuity sales and recruiting financial advisors within an assigned region through face-to-face meetings and strategic partnerships. They will collaborate with internal teams to execute sales campaigns, provide product training, and maintain competitive market intelligence.
The analyst will design, implement, and maintain automated underwriting rules to drive operational efficiency and meet mortality expectations. They will collaborate with internal teams and external vendors to refine workflows, perform quality assurance testing, and ensure compliance with life strategy goals.
The Middleware Engineer will design, configure, and maintain the company's middleware infrastructure to support enterprise application communication. They will also automate deployment processes using CI/CD tools and provide operational support for middleware environments.
