The Compliance Analyst will support compliance projects, ensure regulatory adherence, analyze financial data, and collaborate with various teams to maintain compliance standards.

The Learning & Development Coordinator supports learning initiatives, manages logistics for training, and aids performance and talent management programs while ensuring data integrity and providing insights for decision-making.

The Sales Compensation Manager oversees the design and implementation of sales incentive programs to align with business goals, driving performance through effective communication and collaboration with various teams and stakeholders.

The Transfers Administrator processes transfer requests, monitors inquiries, provides operational support, and collaborates across departments to meet service levels.

This role involves managing virtual and in-person events, overseeing sponsorships, and collaborating on marketing initiatives to enhance brand visibility.

The Senior Change Manager leads multiple change initiatives, ensuring enterprise adoption and readiness while driving business outcomes within the financial services sector.

The Bilingual Supervisor, Transfers will oversee the Transfers Team, manage staffing, and ensure operational standards are met, focusing on performance and process improvements.

Supervise the account management team, ensure compliance with regulatory requirements, provide training, and maintain service quality in operations.

The Bilingual Supervisor, New Accounts supervises account management operations, ensuring compliance and providing guidance to staff while maintaining service excellence.

The bilingual transfer supervisor is responsible for overseeing the transfer team, managing workloads, and ensuring deadlines are met, alongside recruiting, training, and mentoring staff.

The Director, ACP Operations is responsible for leadership and management of the New Accounts and Transfers Operations teams, ensuring alignment with business strategies and goals while fostering positive relationships with internal and external partners.

The Senior Analyst will oversee external manager research and ensure consistent alpha generation within the MAP program, leveraging data analysis for actionable investment insights.

The Estates Administrator prepares, settles, and files estate accounts, manages inquiries, collaborates with teams, and ensures compliance with regulatory changes.

The Transfers Administrator processes daily transfer requests, monitors the mailbox, tracks initiated transfers, and provides operational support to ensure accurate and timely transfers in a collaborative environment.

The Portfolio Services Representative provides operational support for Separately Managed Account programs, ensuring outstanding service and compliance in managing client inquiries and account administration.

The Investment Representative provides exceptional customer service by responding to inquiries, managing order flow, resolving issues, and staying informed about market trends to support clients effectively.

The Bilingual Investment Representative will manage client inquiries and support online trading operations, ensuring excellent customer service while maintaining compliance and staying updated on market trends.

The bilingual investment representative will support clients by managing online trade orders, handling inquiries, and ensuring compliance with regulatory policies while achieving productivity goals.

As a Front End Technical Lead, you'll guide a team through software development, ensuring alignment with technical standards and mentoring engineers while delivering scalable software solutions.

The Social Media Strategist and Community Manager develops and executes a multi-brand social media strategy, focusing on engagement, influencer partnerships, content creation, and analytics to enhance brand awareness.