Account Manager

Location: West Des Moines or Los Angeles Department: Support Classification: Full-Time Position Type: Professional Responsibilities/Duties: We are looking for an Account Manager who will focus on relationship management with existing clients and provide clients with demos and solutions that increase user adoption while working to ensure all assigned clients are “raving fans” of Docupace. The Account Manager will develop a pipeline of opportunities throughout assigned firms and will be responsible for identifying, engaging, managing, and closing opportunities that enhance our customer’s experience. If you are interested in this position, please click...

Business Solutions Associate

Location: Las Vegas Department: Sales Classification: Full-Time Position Type: Entry Level Position Summary: Reporting to the Manager – Business Solutions Development Team, the Business Solutions Associate (BSA) is an amazing opportunity to join one of the fastest growing companies in technology sales to Financial Services firms. The BSA will generate new business opportunities by following proven processes to prospect into assigned business accounts. The BSA will be trained on how to develop business opportunities over the telephone by leveraging marketing and advertising campaigns and proven methodologies. The BSA will conduct high-level conversations with senior executives at Financial...
First State-Mandated Cybersecurity Law Goes Into Effect In New York

First State-Mandated Cybersecurity Law Goes Into Effect In New York

Wealth Management | 3/1/2017 | Ryan W. Neal Unlike guidelines from the SEC and FINRA, New York details specific actions and names a hard deadline for compliance. The first state-mandated cybersecurity regulations in the nation went into effect Wednesday in New York State, requiring a wide range of financial services, banks and insurance firms to adopt measures aimed at protecting client data. The rules, which the New York Department of Financial Services proposed in September and finalized Feb. 20, contain 23 sections detailing specific actions firms must have in place, including data encryption, appointing a chief information security officer, training employees in security, multi-factor...
How To Avoid Those “Not-In-Good-Order” Document Failings

How To Avoid Those “Not-In-Good-Order” Document Failings

Family Wealth Advisor | 3/1/2017 | Kevin Laraia Avoiding errors and sloppiness in documents might sound a prosaic issue but the cumulative costs can hit a company’s bottom line – no small matter amid rising regulatory burdens in the wealth management industry. In this era of ever-mounting compliance burdens, it is foolish to lose money through what can be chalked up to sloppy paperwork, inaccurate filing and record-keeping. Such matters might seem so prosaic that they don’t draw the attention they deserve. It is so much more diverting to read about the latest snazzy ideas around fintech, Artificial Intelligence or mobile technology. But basic processes add up if not managed...

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