Financial Planning
|
Function-Role Relationship Matrix |
Generic Job Role Cluster | ||||
Management
|
Professional
|
Support
|
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| Function Cluster |
Front-office
|
Financial Planning |
Chief Executive Officer |
Head Financial Planning Licensed Financial Planner |
Associate Financial Planner Marketing Representative |
|
Middle-office
|
Compliance |
Compliance PIC |
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|
Back-office
|
Operations |
Operations Head |
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