Description. SUMMARY. The Operations Principal provides supervisory and compliance oversight to manage risks for the firm. This position reviews and approves new business based on guidelines mandated by the firm, FINRA and federal/state agencies. This review includes managed account and advisory agreements, brokerage accounts and transactions, client profile and account updates as well as direct business and insurance products. ESSENTIAL DUTIES A...
Description. SUMMARY. Sanctuary Wealth is seeking a skilled Graphic Designer to oversee and manage various projects from inception to completion. The ideal candidate will collaborate effectively with Marketing, Partner Firms and other internal departments to create impactful print and digital materials. In addition to project management, the candidate will play a crucial role in providing content development and design support for social media an...
