Senior Associate - Brokerage Operations
Core
Senior Associate managing end-to-end Due Diligence Questionnaires (DDQs) and Request for Proposals (RFPs) for institutional clients and prospects, serving as a liaison between clients and internal subject matter experts.
Role type
Senior Associate, Brokerage Operations
Builds
RocketDocs database platform and standardized response libraries
Domain
Financial Services / Brokerage
Deliverable
client delivery
Required skills
DDQ/RFP management, stakeholder coordination, database management, process improvement, project management, regulatory analysis
Preferred skills
RocketDocs experience, prime brokerage knowledge, process automation, PMP certification