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Summary/Objective Reporting to the Chief Information Officer, the IT Manager, Software Engineering is responsible for leading the firm’s software development function and modernizing delivery practices through the effective, secure, and governed use of technology. This role
Summary/Objective Reporting to the Client Success Supervisor, the Client Success Coordinator is responsible for assisting the Client Success Specialists with gathering and providing new client data to the financial planning department (balance sheets, GLs, investment statements,
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