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The role involves developing client experience strategies, analyzing data, managing VoC programs, and collaborating with teams to enhance client satisfaction.

The Regional Vice President leads client acquisition for high net worth individuals, supports advisory teams, and collaborates with marketing. The role requires business development expertise and strong financial acumen.

The Director of Growth & Lifecycle Marketing will manage strategies, oversee marketing operations, and lead a team to enhance growth and customer engagement initiatives.

The Communications Intern will support employee engagement initiatives, community involvement programs, and internal communications by assisting with promotional activities and content creation.

The Compliance Intern will support the Compliance team in implementing processes, tracking compliance requirements, and performing administrative tasks, while gaining experience in regulatory compliance and risk management.

The Employee Communication Lead develops communication strategies, manages internal channels, supports employee engagement programs, and mentors staff, ensuring alignment with company goals.

The role involves full life cycle recruitment for financial advisors, managing candidate relationships, and working with teams for onboarding and integration processes.