About the role
What You Will Do Lead, coach, and develop a team of Trade Review associates through performance management, mentoring, training, and career development. Review supervisory matters involving trade and account activity, helping ensure timely, accurate, and risk-based decision making. Partner with Financial Advisors, branch managers, Compliance, Legal, and other business partners to evaluate, investigate, and resolve supervisory concerns. Establish team priorities, monitor workloads, and ensur…