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The AVP & Actuary is responsible for actuarial support in product development, managing relationships, compliance, and creating actuarial tools and documentation.

The Ops Processing Specialist assists clients and advisors with financial services inquiries and escalations, ensuring timely resolutions and effective communication across teams.

As a Financial Advisor, you'll meet with clients to plan their financial future using company tools and marketing support to expand business.

Provide personalized retirement and financial planning services to clients, utilizing technology and marketing support to expand business and improve client satisfaction.

As a Financial Advisor, you will assist clients with personalized financial planning and retirement solutions, utilizing company resources for support.

The Internal Wholesaler partners with Regional Vice Presidents to drive new business by managing distribution relationships and facilitating regional sales through marketing and training initiatives.

The Sr. Accountant will prepare financial reporting, manage accounting responsibilities, coordinate audits, resolve issues, and develop policies within a real estate investment portfolio.

Develop and implement multicultural marketing strategies targeting diverse distribution channels, ensuring effective engagement and regulatory compliance. Lead campaign development and analytics to optimize performance.

The Non-Qualified Plan Specialist manages non-qualified deferred compensation relationships, ensuring compliance, overseeing daily operations, and liaising with clients and internal teams to improve processes and resolve issues.

The role involves managing Salesforce product delivery by aligning business needs with technical capabilities, ensuring compliance, and overseeing platform stability and governance. Responsibilities include backlog management, collaboration with agile teams, and coordinating between application teams and support services.