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Consults with financial advisors on integrated planning practices, investment products, portfolios, suitability, and client recommendations. Coaches advisors on financial plan presentations, sales processes, and objection handling. Leads projects to improve centralized planning services, workflows, adoption, productivity, and field-office alignment. Develops training, tools, best practices, and educational resources while analyzing business opportunities and implementation barriers.

Supports planning, testing, and reporting for IT, cybersecurity, and integrated audits. Evaluates technology controls, documents evidence and conclusions, identifies control gaps, drafts audit observations, and communicates risks and recommendations to technical and business stakeholders. The role manages concurrent audit assignments, applies audit frameworks and risk concepts, and uses data and reporting tools to improve testing and insight.

Provide legal counsel on design, implementation, and administration of employee benefit programs (retirement, health, welfare), ensuring ERISA and tax compliance; draft and review plan documents and filings; identify and mitigate legal risks; support employment law matters (wage/hour, leave, investigations, terminations, restrictive covenants); collaborate with HR and other legal specialists; monitor regulatory developments.

Lead technical direction, delivery, and people for Real Estate engineering teams across front-end, backend, and data platforms. Drive architecture, API and data integrations, CI/CD, observability, and production stability while coaching engineers, coordinating cross-team delivery, and enforcing engineering standards for scalable, secure, and reliable systems.

Design, build, and support data-connected solutions using Microsoft Power Platform and modern integrations. Lead discovery, translate business needs into scalable solutions, develop integrations (APIs, Graph, SharePoint, SQL), implement ALM/CI-CD, and own lifecycle activities including monitoring, troubleshooting, governance, and stakeholder alignment.

Design, build, and maintain cloud-based, enterprise data pipelines and automation to support cybersecurity detection, reporting, and analytics. Implement ETL/ELT processes, ensure data quality and governance, integrate security tools/APIs, develop SOAR playbooks and custom automation (Python/PowerShell), and support CI/CD deployments, dashboards, and monitoring while mentoring junior staff.