Job Description

Application Deadline:

02/19/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Wealth Sales & Service

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

  • Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team.
  • Acts as a designee for the branch manager on compliance objectives within the branch.
  • Provides ongoing compliance education to assigned branch / portfolio.
  • Provides support and guidance to branch staff members on compliance and operational issues.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
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