Technical Regulatory Senior Associate Jobs in Scottsdale, AZ

In this role you will:Serve as the initial contact for UHNW clients resolving complex account issues and providing investment guidance.Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers.Deliver high-quality efficient service while ant...

In this role you will:Serve as the initial contact for UHNW clients resolving complex account issues and providing investment guidance.Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers.Deliver high-quality efficient service while ant...

In this role you will:Serve as the initial contact for UHNW clients resolving complex account issues and providing investment guidance.Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers.Deliver high-quality efficient service while ant...

Position Summary:A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values. This colleague will support our Wealth Advisors in managing client relationships. Alongside the advisor the wealth planner will develop individualized financial pla...

Duties and Responsibilities1. Interprets researches and processes more complex client requests on our mutual fund and brokerage platforms. Consistently follows policies and procedures for completing work while independently utilizing systems and resources effectively. Exhibits a sense of urgency and...