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The Senior Analyst will support business operations by managing projects, conducting research and analysis, and driving continuous improvements across various initiatives.

Lead and manage a team focused on Software Quality Engineering, driving automation strategies, ensuring high-quality software releases, and fostering innovation.

Lead development and execution of CRM product strategies, aligning with business goals while fostering collaboration and innovation. Gather requirements, define product roadmaps, and build relationships within teams to deliver client-focused solutions.

The VP, High Net Worth Planning Services Strategist supports advisors in developing strategies for high-net-worth clients, providing consultations, leadership, training, and marketing support. Requires strong financial planning acumen and leadership experience.

As an AVP Data Lakehouse Engineer, you will lead technical development for enterprise data solutions, guiding teams to implement scalable cloud architectures and collaborate to achieve business goals.

The Operations Manager leads day-to-day operations, trains and develops team members, addresses operational deficiencies, and supports advisors while ensuring compliance.

Financial Representatives manage client relationships, ensuring compliance and risk mitigation while providing financial planning and investment solutions. They also engage in consultative sales and collaborate across departments to enhance client experience.

The Executive Administrative Assistant provides support to multiple senior attorneys by managing tasks such as scheduling, travel coordination, and expense processing, while fostering strong relationships within the department.

The Internal Consulting Associate assists financial advisors with navigating products and services, providing guidance and consulting based on client scenarios while collaborating with stakeholders.

The role involves leading a full-stack development team, building scalable products, ensuring quality in software engineering, and collaborating cross-functionally while mentoring team members.