The Sales Manager manages external wholesalers and inbound sales consultants, driving territory growth and ensuring sales goals are met while executing marketing campaigns and improving client experiences.

The Regional Director leads within the sales organization, enhancing advisor relationships and ensuring their success while aligning with company strategic goals. Responsibilities include performance evaluation, practice management, and fostering collaboration. This role demands strong analytical, consultative, and communication skills to influence and drive advisor growth and satisfaction.

The Associate Software Developer performs maintenance and enhancements to software applications, designs and maintains programs, and assists with documentation and technical issues.

The Sales Representative will promote Employee Benefit products, establish sales through brokers, and manage account renewals in the Greater Kansas City area.

The VP Insurance Portfolio Manager manages investment mandates, supports insurance clients' needs, designs solutions, and coordinates decision-making among specialists.

Lead expense management by developing budgets, forecasts, and strategic cost-management plans with integrated capacity models. Analyze processes for cost and capacity optimization, build dashboards, advise senior leaders, and drive cross-functional initiatives to improve efficiency and value creation.

The Business Solutions Consultant collaborates with development teams to document business needs, ensure quality software delivery, and facilitate process improvements across various projects and platforms.

Lead business analysis and solution design for Broker Dealer operations. Elicit, document, and validate business and functional requirements; coordinate development, testing, vendor delivery, and release activities; mentor junior analysts; and provide technical and process recommendations to implement IT solutions that support business goals and roadmaps.

The Lead Platform Engineer designs, implements, and supports OpenShift and DevOps CI/CD pipelines for cloud-driven projects, collaborating across teams and providing administration support.

The Director of People Systems leads the HR Systems team, improving Workday processes and technology while managing a team and collaborating across departments.

The Sr Plan Document Consultant installs and supports plan documents for retirement plans, collaborating with clients, conducting legal research, and ensuring effective transitions in document processes.

Lead the execution of digital engineering initiatives, optimizing customer onboarding, and delivering scalable digital solutions while managing teams and budgets.

Manage inbound call volume from retail customers, provide exceptional customer service, assist with account setups, and support financial advisors. Prepare for necessary FINRA licenses and gain foundational experience in wealth management.

The Senior Analyst will lead projects, liaise with vendors, manage investment data workflows, and mentor team members while ensuring data quality and collaborating across teams.

The Investment Management Product Owner defines technology solutions that align with business needs, manages product backlog, and coordinates testing of new features.

The Legal Administrative Assistant provides administrative support to the Legal Department, including scheduling meetings, document organization, and handling sensitive information under supervision.

Senior PMO leader accountable for delivering complex, cross-functional investment management programs. Owns governance, portfolio prioritization, executive reporting, risk controls, AI-enabled automation, stakeholder influence, and PMO capability building to ensure on-time, on-budget, high-quality outcomes.

Develop sophisticated alpha-generating models focusing on asset allocation and portfolio optimization. Collaborate with portfolio managers on macroeconomic issues, enhance existing models, and implement machine learning techniques for portfolio selection.

The role manages Corporate Mid-Market MEP/PEP plans, maintains relationships with clients, resolves complex issues, and collaborates with internal teams for effective service delivery.

The VP of Salesforce & Marketing Technology leads the strategy and execution of Salesforce and marketing technologies, ensuring integration and compliance to enhance customer engagement and business outcomes.