The Vice President of Growth Strategy leads initiatives to accelerate growth using AI and data analytics, oversees strategic programs, and communicates with executive teams.

Assist advisors in managing client relationships, prepare investment analyses, develop financial plans using software, and ensure compliance with organizational standards.

The Associate Director, Data Engineering and Development is responsible for developing SQL-based data pipelines, enhancing Power BI dashboards, and leading automation projects within Microsoft Power Platform.

Assist clients and wealth advisors in managing relationships, preparing financial plans, and ensuring compliance in a wealth management firm.

The Corporate Development Analyst conducts market research, financial analysis, due diligence, and project management to support mergers and acquisitions.

The Senior Financial Planner will guide wealth advisors in financial and tax planning, enhance planning tools, and develop strategies for client-centric and firm-wide initiatives.

The Associate Advisor assists clients and advisors in wealth management, focusing on client relationships, financial planning, investment analysis, and compliance monitoring. Responsibilities include networking, managing workflows, and utilizing financial tools for case development.

The Director of Integration Management designs and executes post-acquisition integration strategies, ensuring smooth onboarding of acquisitions while leading cross-departmental operations and managing integration teams.