This position will be part of the CWM Support Services Organization focused on Managed Account Operations future business state. This role will provide support to the Project Manager with a focus on the Product structure design components on a variety of initiatives by analysing existing processes, identifying process gaps, areas for improvement and developing the appropriate controls for each within the future state of the firms RIA Managed Accounts. Support business partner deliverables including documenting business requirements, providing testing support, documenting quality standards and demonstrating design of procedures.
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