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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.

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

The Compliance Associate supports compliance activities in Wealth Management, identifies regulatory risks, develops policies, maintains compliance records, and monitors trade activities.

The State & Local Tax Manager oversees income/franchise tax, assists with sales tax, manages client relationships, and develops team professionals.

The Manager oversees consulting projects, client relationships, and junior staff development while ensuring project delivery meets expectations and aligns with client needs.

The Audit Manager oversees audits, provides client solutions, manages team development, leads business development efforts, and ensures timely client deliverables.