Broker/Dealer Omnibus Oversight recruitment
Reporting to the VP Broker Dealer/Shareholder Operations, the AVP is responsible for delivering high quality customer service to all customers, whether internal or external, and identifying strategies and completing projects in support of continued business growth. This position requires a high degree of collaboration with outsourced vendor and brokerage firm back offices. There is also a need to interface with our internal sales personnel. Responsibilities:Omnibus OversightOversee and manage all omnibus dealer conversions. Ensure all required documents are reviewed for accuracy and all outstanding Read more […]