Development Assistant Job Description. GENERAL RESPONSIBILITIES. The Development Assistant provides support to the Chief Development Officer's (CDO) core functions and the processes and systems related to training and development. Requiring high attention to detail and responsiveness, this position manages the centralized training calendar, the CDO and District Director’s (DD) calendar, ensures smooth execution of training events, and will provid...
Senior Finance Manager. . GENERAL RESPONSIBILITIES. The Senior Finance Manager is responsible to provide both operational and programmatic support to the organization and is accountable for the overall financial health and day-to-day accounting functions of the network office. The accounting duties may also include district network office(s). This role works collaboratively with other members of the finance team, including the Finance Manager, ex...
Assistant Director of Marketing. Position Description. The Assistant Director of Marketing will help manage and execute the day-to-day strategic marketing initiatives for the local Network Office (NO) and for select financial advisors. This role will partner with and support leadership in the development and execution of all firm-wide internal and external marketing events and campaigns. They will additionally help the NO drive financial advisor ...
