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The Advisor Manager will lead and coach advisor teams, focusing on recruiting, achieving revenue goals, and ensuring compliance with policies while fostering relationships with credit unions.

This entry-level position supports sales efforts, focusing on customer care and learning sales processes under guidance. Responsibilities include routine tasks, problem-solving, and assisting with sales and service execution.

The AI Product Owner manages enterprise AI products, oversees their lifecycle, ensures compliance and user adoption, and collaborates cross-functionally to meet business needs.

This role involves managing enterprise data assets, aligning data strategies with business goals, and facilitating collaboration across teams to develop and optimize data capabilities.

The Data Architect II designs and manages data architecture, ensuring data governance and quality across platforms. Responsibilities include integrating data systems, enhancing data strategy, and mentoring junior team members.

The Senior Analyst, Analytics manages business relationships, defines data solutions, analyzes datasets, communicates insights, and leads cross-functional projects to drive business outcomes using analytics and data solutions.

Coordinate the scheduling of appointments, marketing efforts, and administrative support for the Wealth Management Solutions program while ensuring compliance with data security.

Lead the design and strategy for enterprise cloud computing and hybrid infrastructure, oversee migrations, mentor engineers, and manage vendor relationships while ensuring compliance and driving innovation in distributed systems.

The Finance Director will guide financial strategies, enhance performance management, support decision-making, and lead financial planning within the Wealth Segment.