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Serve as primary relationship lead for client households, deliver comprehensive financial planning, mentor advisory staff, drive business development through networking and COIs, manage transitioned client relationships, and ensure timely, accurate planning deliverables to grow firm assets and retain clients.

The role involves providing support to Financial Professionals by addressing their technology needs, resolving issues, and managing the help desk ticket queue.

Senior leader responsible for enterprise sales enablement strategy to accelerate advisor acquisition and revenue. Designs scalable playbooks, training, content governance, KPIs, and analytics. Partners with Marketing, Product, and Operations, removes execution barriers, and leads a high-performing enablement team to improve pipeline velocity, conversion rates, and recruiting effectiveness.

The Advisor Support Representative provides customer service support to financial professionals by handling inquiries, processing forms, maintaining compliance, and improving service delivery. This role is an entry point for growth within the organization.

The FP&A Manager will provide financial insights to support strategic decision-making, enhance performance, and manage budgeting and forecasting processes within the technology sector.

The Experienced Accountant manages day-to-day accounting operations, prepares journal entries, conducts reconciliations, and supports audits while ensuring compliance with GAAP.

The Regional Advisory Consultant drives sales strategy and promotes the firm's investment advisory platform among financial advisors, focusing on adoption and growth.

Lead month-end close activities, reconcile balance sheet accounts, analyze income statement variances, prepare/review journal entries, support external audits, improve controls and accounting processes, partner with business leaders on financial metrics and projects (M&A, systems), and mentor junior accountants.

Lead and coordinate Infrastructure and Security project and operational workstreams end-to-end, prioritize intake, manage lifecycle phases, track progress with PM tools, communicate status to stakeholders, mitigate risks/issues, and drive alignment across technical teams in a hybrid environment.

Lead and mature enterprise vulnerability programs across SDLC, external attack surface, and internal infrastructure. Drive vulnerability lifecycle from discovery and triage to remediation validation and metrics. Coordinate pen test readiness, intake, remediation planning, and lessons learned. Partner with Engineering, Cloud/SRE, Networking, and Detection & Response to harden configurations, embed SAST/DAST/IAST/SBOM practices, implement shift-left controls, and review architecture/code for high-risk components. Mentor junior analysts and track findings to closure.