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Architect and deliver enterprise cloud migration, platform modernization, automation, and AI-enabled solutions. Partner with application, data, security, and architecture teams to design scalable IaaS and PaaS services, evaluate technical requirements, influence platform roadmaps, and implement infrastructure automation. Develop solution documentation, estimates, risk assessments, governance patterns, and operational standards while supporting high availability, performance, security, and disaster recovery. The role also advises technical and non-technical stakeholders on responsible AI adoption and cloud architecture.

The Senior Data Quality Specialist will develop data quality rules, implement cloud-based solutions, and analyze data accuracy, leading projects and collaborating with teams.

Co-lead the firm's Code of Ethics program, monitor employee trading and corporate compliance activity, investigate potential violations, prepare regulatory and stakeholder reports, deliver compliance training, assess emerging regulatory risks, strengthen controls, and improve compliance processes through technology and automation.

The Regional Wealth Management Specialist partners with external wholesalers to drive sales by building relationships with financial advisors, providing financial insight, and utilizing analytical tools for portfolio consulting. This role involves consultative sales, data-driven prospecting, and operational excellence while attending client meetings and events as needed.

The Senior Product Designer will enhance digital experiences across websites and apps, focusing on design language, user interfaces, and influence on multiple products. Responsibilities include creating reusable components, testing designs, and collaborating with cross-functional teams, leveraging AI in the design workflow.

Lead unstructured data governance by designing and implementing metadata, classification, retention, and access controls. Administer governance tools (Collibra), partner with data owners and cloud teams to operationalize metadata pipelines, enable AI-ready assets, drive compliance and stewardship, and deliver training and automation to improve discoverability and retention readiness.

The Administrative Coordinator supports sales teams by performing administrative tasks such as scheduling meetings, document processing, and maintaining CRM updates, while ensuring quality service and attention to detail.

The Software Engineer Senior Specialist will develop full-stack applications, manage databases, follow Agile methodologies, and collaborate with team members in the investment management sector.

Build and grow relationships with Wealth Management clients across Wisconsin through wholesaling support, site visits, presentations, and consultative service. Develop and implement marketing and territory plans with internal partners, analyze sales data and call activity, maintain fund and industry knowledge, and represent the firm at regional and national conferences.

The Client Services Representative facilitates positive interactions with clients, managing complex transactions, ensuring satisfaction, and supporting training initiatives.