Job Summary

• The role involves supporting the entire client and sales lifecycle by coordinating internally and preparing materials for client meetings.
• Candidates must work closely with control functions such as Legal, Compliance, and Risk to ensure appropriate governance and ethical standards.
• This is a developing professional role requiring independent problem-solving and the ability to apply analytical thinking to complex business issues.

Matching Summary

Skills & Requirements

Key Requirements

• 2-5 years relevant experience
• Bachelor's degree or equivalent experience
• Series 7 and 63 certification required

Work Rights