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As an Internal Advisor Consultant, you will build and maintain client relationships, assist in investment selection, and collaborate with senior salespersons to meet business objectives.

Lead multi-office growth across Oregon and Washington by managing P&L, recruiting and developing advisors and branch managers, driving revenue and assets, ensuring compliance, and optimizing complex resources to deliver client-focused results.

As a Financial Advisor Trainee, you will prepare for financial licenses, engage with clients, document interactions, and participate in ongoing training for professional development.

The Senior Trade Specialist will manage fixed-income trading operations, including trade processing and providing operational support for structured products, while ensuring compliance with regulations and optimizing execution prices.

The role involves supporting corporate governance and compliance for public companies, managing regulatory expectations, and leading governance specialists. Responsibilities include ensuring compliance with corporate governance laws, managing shareholder engagement, and overseeing executive compensation governance.

The Senior Manager of Financial Reporting oversees the preparation and review of regulatory filings, ensures compliance, manages report accuracy, supports financial initiatives, and leads an accounting team.

The Staff Actuary will develop and maintain actuarial models for financial and risk analysis, drive improvements in modeling processes, and collaborate with cross-functional teams to deliver accurate reports and insights.

The Director of Advice Growth drives strategic sales to enhance advice growth, partnering with leaders to implement plans and support advisors effectively.

The Director of Advice Growth will lead strategic sales efforts to drive advice growth, develop channel-specific plans, support advisors, and ensure execution of advisory projects and communication.

Manage multiple programs within the Information Security Services portfolio, overseeing project life cycle, resource management, and financial accountability.