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Due Diligence Officer
If you’re looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Due Diligence Officer to join our team. The Due Diligence Officer is responsible for the management of product offerings for both brokerage and advisory accounts, including traditional retail wealth management products, sophisticated alternative investments, insurance-based products, and complex solutions required to serve unique client needs. “Products,” in this context, includes, but is not limited to, mutual funds, ETFs, UITs, sub-advisors, alternative investments, variable life insurance (including M proprietary variable products), variable annuities, and other products as requested by Member Firm representatives. Responsibilities include c
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