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Supervise end-to-end investment operations processes, including account reconciliation across business lines, exception investigation, issue escalation, corrective and preventive actions, compliance, audit documentation, risk management, and process performance reporting. The role coordinates with custodians, brokers, front-office, middle-office, and internal operational teams while supporting application updates and testing.

Provides in-person and virtual financial counseling to retirement plan participants, prospects, beneficiaries, and representatives. Advises clients on pensions, annuities, investments, IRAs, insurance, and tax strategies; facilitates product purchases and service transactions; builds institutional plan sponsor relationships; and collaborates internally to support client and business initiatives.

Leads a territory-based wealth management team, oversees advisors, grows client relationships and market share, and delivers strategic and financial goals. Coaches team leaders, supports complex planning cases, allocates client books, promotes retirement and wealth management resources, and ensures a seamless client experience. Develops talent, manages performance, and collaborates across organizational functions while maintaining knowledge of competitors and institutional retirement strategies.

Plans, executes, and measures integrated UK client marketing campaigns supporting distribution objectives. Coordinates digital, social, content, brand, events, product launches, thought leadership, and client communications across stakeholders. Develops audience segmentation and journey mapping, tracks KPIs, produces performance reports and dashboards, communicates campaign results, and recommends optimization based on data and insights.

Develop and grow a wealth management practice by managing relationships with high-net-worth clients, understanding their financial and retirement goals, and delivering tailored investment strategies. Serve as the primary financial contact, collaborate with internal specialists, deepen existing relationships, and expand the client base. The role requires fiduciary judgment, financial planning expertise, strong relationship-building skills, and securities and insurance licensing.

Supports client marketing initiatives focused on acquiring, developing, and retaining clients. Assists with go-to-market planning, campaign execution, audience segmentation, journey mapping, compliance and legal reviews, timeline coordination, and cross-functional handoffs. Collaborates with sales and marketing partners, provides tactical marketing support, and tracks departmental KPIs. This is an 11-month contingent worker engagement with an onsite or hybrid work arrangement.

Manage leveraged loan and CLO operations, including trade processing, settlements, cash and position reconciliations, loan restructures, covenant modifications, and CLO reporting. Investigate discrepancies, maintain accounting records and audit documentation, ensure regulatory compliance, communicate with internal and external stakeholders, and implement process improvements and automation using Excel, VBA, PowerApps, and Power Automate.

The Internal Advisor Consultant builds partnerships with financial advisors, drives sales, manages client portfolios, and collaborates with teams to promote company products.

Support Canadian business growth by identifying and developing sales/distribution channels, promoting product offerings, tracking investments for new product initiatives, and building client and internal relationships to drive sales.

Develops and maintains business continuity and disaster recovery plans, evaluates operational risks and potential losses, facilitates organizational training, conducts periodic plan testing, recommends mitigation strategies, ensures regulatory compliance, and coaches junior analysts.