Employer Active
Provide operations support for New Business Initiative Approval process (NBIA), Model Risk Management (MRM), Proposal Risk Assessment (PRA), and any other key programs managed by ERM
Process the branch and Financial Advisor notification and perform account level advisory status terminations
Communicate variances with CG Program and Sales management
Utilization Oversight
Process the ongoing review for PM account under/over utilization
Communicate utilization findings with CG Program and Sales management
Performance Oversight
Full Time