Job Abstract

Organize, process, and complete operational support tasks for successful onboarding and retention of Alts business. Provide ongoing educational support to the sales organization to ensure high level understanding of onboarding process and serve as subject matter expert for our third-party distribution partners. Engage with advisors on in-depth onboarding inquiries, subscription document walkthroughs, and confirm wire instructions. Liaise between advisors and third-party platforms to ensure subsc... more details

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