Teams at RKL

The Solution Architect manages client projects, ensuring efficient ERP design and implementation while providing exceptional customer service and support. Responsibilities include project management, solution design, and client communication throughout the project lifecycle.

Manage client investment strategies and portfolios, collaborate with wealth advisors on planning, implement and adjust asset allocations, prepare reports, conduct market research, ensure regulatory compliance, and support business development and client retention.

The Senior FP&A Specialist oversees financial planning and analysis, providing insights to support strategic decision-making within the organization.