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Provide on-site desktop/laptop hardware and software support: image and provision devices, troubleshoot OS and company-approved applications, manage BitLocker issues, document ITSM tickets, assist major deployments, maintain inventory, and support new hires and refreshes according to company procedures.

The role involves providing support to Financial Professionals by addressing their technology needs, resolving issues, and managing the help desk ticket queue.

The Advisor Support Representative provides customer service support to financial professionals by handling inquiries, processing forms, maintaining compliance, and improving service delivery. This role is an entry point for growth within the organization.

Supervise a team of Advisor Support phone agents serving financial professionals. Coach, set goals, provide real-time floor support, resolve complex inquiries (money movement, account maintenance, new accounts), maintain quality and productivity, and drive advisor satisfaction while adapting to changing business needs.

Manage a team of Advisor Support Specialists to deliver high-quality service and retention for financial professionals. Set team goals, coach and develop staff, handle performance management, drive advisor satisfaction and productivity, resolve operational challenges, maintain internal relationships, and adapt to shifting business priorities.

The Regional Advisory Consultant drives sales strategy and promotes the firm's investment advisory platform among financial advisors, focusing on adoption and growth.

Lead and coordinate Infrastructure and Security project and operational workstreams end-to-end, prioritize intake, manage lifecycle phases, track progress with PM tools, communicate status to stakeholders, mitigate risks/issues, and drive alignment across technical teams in a hybrid environment.

Lead and mature enterprise vulnerability programs across SDLC, external attack surface, and internal infrastructure. Drive vulnerability lifecycle from discovery and triage to remediation validation and metrics. Coordinate pen test readiness, intake, remediation planning, and lessons learned. Partner with Engineering, Cloud/SRE, Networking, and Detection & Response to harden configurations, embed SAST/DAST/IAST/SBOM practices, implement shift-left controls, and review architecture/code for high-risk components. Mentor junior analysts and track findings to closure.

The Finance Manager will provide financial insights for acquisitions, manage due diligence, develop acquisition models, and mentor junior members while collaborating with executive leadership.