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Owns the end-to-end vendor diligence function, including VDDQ/RFP/RFI responses, trust-center content, data-room governance, and cross-functional coordination. Requires 4+ years of relevant experience, strong security and compliance knowledge, and the ability to communicate technical and legal details clearly.
Consults with enterprise financial-services organizations to implement scalable practice-management programs, develop adoption content, and facilitate executive and advisor engagement. Requires 3–5+ years in an RIA, broker-dealer, bank, or insurance environment, strong program management, data analysis, and presentation skills.