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A branch office has a financial advisor to meets clients face-to-face and an office administrator who enhances the team's ability to build.
Associates will be responsible for the day-to-day management of the mutual funds across portfolio management, compliance and fund administration.
The Investment Advisory Portfolio Construction Team is responsible for the management of both the Research Models and Bridge Builder Mutual Funds.
Team Leader is responsible for building and leading the team of associates responsible for serving clients in partnership with branch teams.