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Investment Client Services Manager
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Full-time
- Responsible for supervising and leading a team of Investment Client Services professionals.
- Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met.
- Acts as division project owner, contributor, SME and/or lead and manages a variety of projects/enhancements from concept to completion including scope, time and budget.
- Bachelor's degree with an emphasis in business, operations management or related field or equivalent experience.
- Requires FINRA series 7 and 24.
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