Offer summary
Qualifications:
In-depth understanding of investment regulations, Extensive investment adviser compliance experience, Proficiency in Microsoft Office Suite and Salesforce, Demonstrated ability in client service-oriented environments.Key responsabilities:
- Provide ongoing compliance support to RIA firms
- Customize Form ADV filings and review documents
- Prepare high-quality content for conferences and webinars
- Participate in product development and pre-sales calls