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FINRA Licensed Financial Tools Manager
A company is looking for a Manager of Financial Advice Tools. Key Responsibilities Lead or support complex projects related to Financial Advice tools, ensuring alignment with project goals and deliverables Manage daily operations of the Financial Advice vendor tool, addressing technical issues and overseeing compliance and enhancement processes Develop and maintain relationships with vendors and internal stakeholders to align financial planning tools with business objectives Required Qualifications Bachelor's degree or equivalent 5-7 years of relevant experience Experience in Financial Services Active FINRA Series 7 or ability to obtain within 90 days
A company is looking for a Manager of Financial Advice Tools.
Key Responsibilities
Lead or support complex projects related to Financial Advice tools, ensuring alignment with project goals and deliverables
Manage daily operations of the Financial Advice vendor tool, addressing technical issues and overseeing compliance and enhancement processes
Develop and maintain relationships with vendors and internal stakeholders to align financial planning tools with business objectives
Required Qualifications
Bachelor's degree or equivalent
5-7 years of relevant experience
Experience in Financial Services
Active FINRA Series 7 or ability to obtain within 90 days