About the role

  • Engagement Associate supporting financial institution on-boarding process and practices at a diversified financial services leader. Collaborating with local leaders and partners to ensure successful training and operations.

Responsibilities

  • Partner with local leaders within dedicated regions and corporate partners in financial institution on-boarding process.
  • Serve as primary on-boarding contact for financial institution partners.
  • Collaborate for on-boarding of bank staff including Licensed Bank Employees or Registered Financial Institution Professionals.
  • Provide virtual and in-person support for post on-boarding processes.
  • Partner with Regional Directors to influence local staff to assist in on-board process.
  • Provide system and reports training, work on projects, RFPs, audits as assigned.

Requirements

  • Strong written and verbal communication skills
  • Experience in design, proofreading and editing
  • Effective at building resource networks
  • Strong organizational skills
  • Detail-oriented and a problem-solver
  • Ability to monitor and service remote and/or multiple office locations.
  • Knowledge of financial service industry helpful (FINRA licenses such as SIE, Series 7, 66 and insurance preferred).

Benefits

  • Competitive and comprehensive benefits program including vacation time, sick time, 401(k), health, dental and life insurances.

Job title

Financial Institutions Engagement Associate

Job type

Experience level

JuniorMid level

Salary

$58,300 - $80,100 per year

Degree requirement

No Education Requirement

Location requirements

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