Consult with Financial Representatives on nonqualified benefit plans, driving technical support, sales guidance, and process improvement within corporate markets.

The Sales Practices Consultant resolves complex client complaints regarding insurance and securities practices, conducts investigations, and ensures timely resolution while being a compliance resource and leader in the division.

Support business leadership in the Private Client Group by managing day-to-day operations, conducting business analysis, and collaborating with enterprise partners to enhance HNW solutions.