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Provide high-touch wealth advisory services to high-value clients in Greater Los Angeles: manage client relationships, deliver financial planning and investment recommendations, coordinate planning campaigns, support audits, and collaborate with advisory and portfolio management teams to deepen relationships and expand wallet share.

The Principal Software Engineer leads technical projects, mentors teams, and contributes to software design and development, focusing on complex applications.

The Senior Accountant prepares financial reporting, maintains journal entries for fee income, and analyzes financial data for accuracy and compliance with accounting standards.

The Engineer Automation Quality designs, develops, and maintains automated test scripts for software applications, collaborates with teams, and resolves defects.

The Workplace Planning Consultant provides personalized financial education and advice, guiding participants in employer-sponsored plans on retirement options and investment strategies, while managing communications and CRM documentation.

The Workplace Planning Consultant engages with participants to provide education and advice on retirement plans, manage interactions, and support financial wellness initiatives.

As a Workplace Planning Consultant, you will guide customers on retirement savings options, strengthen relationships, and aid in achieving financial goals.

As a Workplace Planning Consultant, provide guidance on retirement savings options like 401K and IRAs, enhancing customer relationships.

As a Workplace Planning Consultant, you will provide financial guidance to customers on retirement options, deepen customer relationships, and educate them on retirement investments.

The Director of Enterprise Release Management leads the development and scaling of the release management function, ensuring consistent, risk-aware software delivery across all technology platforms. Responsibilities include defining strategies, managing teams, establishing processes, and ensuring communication across various stakeholders to reduce risks and improve release quality.