What the posting requires
- Required
- Bulk account opening
- Project management
- ACAT transfers
- non-ACAT transfers
- NIGO resolution
- Billing setup
- multi-DBA hierarchy
- Sub-firm hierarchy
- Reporting dependencies
- Preferred
- Custodian
- Enterprise wealth platform
- RIA
These tags are our reading of the posting. They can miss something; the original posting is the reference.