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The role involves supporting licensed sales professionals by conducting appointments, analyzing sales trends, making outbound calls, learning iCapital products, and assisting with necessary licensing. It requires strong communication skills and organization, with a focus on financial market knowledge.

The A/V Services Lead Program Manager is responsible for managing complex A/V projects, supporting internal and external stakeholders, overseeing A/V builds, deployments, and live events, as well as troubleshooting and ensuring a positive user experience.

The International Proposals Manager is responsible for crafting responses to Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs), managing the proposal process, collaborating with cross-functional teams, and developing a content library to enhance future proposals. The role requires strong writing skills and extensive experience in proposal management within the financial services industry.