... commission and AUA data across internal systems (e.g., Commsplit, Wealth Connect, ... key findings and trends, to internal stakeholders (Advisors, GMS, management) ... version- controlled and accessible for auditing and financial control. Critical Competencies ...
5 days ago
... commission and AUA data across internal systems (e.g., Commsplit, Wealth Connect, ... key findings and trends, to internal stakeholders (Advisors, GMS, management) ... version- controlled and accessible for auditing and financial control. Critical Competencies ...
11 days ago