Manage client data reconciliation projects by establishing broker data connections, preparing and verifying large datasets, troubleshooting broker feeds, responding to inbound client queries via Salesforce ServiceCloud, demonstrating services and identifying cross-sell opportunities, and supporting ad-hoc operational projects to improve team effectiveness.

The Partnership Executive Consultant provides senior-level compliance consulting to clients, manages relationships, conducts compliance reviews, and contributes to service development. They also support business development and serve as a senior resource for internal teams.

The Partnership Compliance Consultant provides consulting services on compliance matters, conducts reviews, drafts reports, mentors associates, and collaborates with sales.