Hybrid: Forms & Knowledge Management Lead
Advisor Group
Osaic is seeking a Forms Manager, Knowledge Management to lead the strategy, governance, modernization, and lifecycle management of business-critical forms within Trading and Operations. This role will focus on client onboarding, account maintenance, trading authorization, regulatory documentation, and related advisor- and client-facing processes. The Forms Manager will ensure forms are accurate, compliant, easy to use, and aligned to operational workflows and technology platforms. #J-18808-Ljbffr Advisor Group
Vacancy posted 4 days ago
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