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This position is responsible for successfully leading and coordinating all foundation and endowment ( F&E ) client acquistion and support services offered to current and prospective clients resulting in high client loyalty and significant growth in revenue for the organization. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to more senior management when necessary.
Summary of Responsibilities:
Serves as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG Operations Lead on all operational and project efforts, including the evaluation and implementation of new...