Consult with IBLs to develop an annual local client acquisition plan intended primarily to drive affluent new-to-firm acquisition, including advertising/PR, sponsorships, experiential/events, promotions, and communications.
Will work in a fast-paced, customer focused environment that continually embraces the latest technologies and techniques; will interact with technology and business partners to develop responsive, scalable, Single Page Applications (SPA) using Angular.
Perform complex analysis, process participant distributions and/or provide second level review for Non-Qualified and ESOP plans; process participant payrolls and/or provide second level review for Non-Qualified and ESOP plans.
This role often directs and partners with other group members and business partners. Key business partners include the Business and Technology consultants, Sales, Events, Field Marketing, and AS Marketing.
Will execute daily operational processes in our enterprise data management platform and other data quality systems, to ensure accurate, timely, and trusted data is available for regulatory and investment management functions.
Deliver value to the HR organization by directly managing all aspects of the project life cycle for HR initiatives, including: defining, planning, orchestrating, and delivering business, operational, product, program and information technology deliverables.
The Centralized Supervisor must possess the skills necessary to work with business partners across the firm; build effective working relationships with various levels of branch network employees from customer service to Regional Branch Executive.
Drives stakeholder and organizational alignment and agreement on product priorities, business strategy, trade-off decisions and investment; provides critical business direction, guidance and decisions to product development and delivery teams.
Critically evaluate reports to identify inaccuracies, inconsistencies, errors, and opportunities; troubleshoot and fix problems that arise in underlying reporting infrastructure (Access, InfoPath, SharePoint, Excel, C#).
Manage project scope by assessing requirements changes, and determining and conveying impact; clarify, identify, and track requirements and issues, remove barriers, resolve minor project issues and escalate as appropriate.
The Technical Director of Operational Process & Controls will be a key leader on the team responsible for establishing and maintaining the Key Process and Controls program required to manage the primary functions of an IT organization.
The Sr. Staff C#/.Net Engineer will be a hands-on lead developer that excels in a dynamic, fast-moving, and Agile environment and is passionate about developing high quality, high performance, and scalable software.
Leading efforts to analyze data models, data interfaces and dependencies of the older CRM platform; planning, specifying, and developing new data integrations and interfaces to enable retirement of the old platform.
The role will assist Adviser Risk Oversight team members, senior management and governance bodies, and is expected to proactively support the processes and standards required to bring disciplined structure, risk management, and oversight to the firms.
As a Technical Lead in our organization, you will work closely with our Mainframe Engineering team, the application teams and Infrastructure Architecture to understand the timing of application modernization changes and the resulting impacts on Mainframe capacity.