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Business Development Director Responsibilities: Coordinating all ... all efforts of the KDDK Business Development Committee, including facilitating communication ... the firm. Working with the Business Development Committee to develop business..
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Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..
Conflicts Attorney Duties: Review and provide a thorough and timely analysis of all firm new business in order to identify legal and business conflicts of interest. Utilize available internal and external ..
Senior Wealth Planning Analyst Duties: The candidate partners with Wealth Strategists, WMAs and other specialists to deliver discovery experience to prospects and clients with a general focus on clients with greater ..
Associate IT Project Manager Duties: Support assigned initiatives from project planning to project close-out, ensuring that all activities, including process design and modifications, process automation/system enhancement requirements definition and development, methods ..