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The Finance Manager will provide financial insights to support strategic decision-making and enhance W2 Channel performance, collaborating with leadership and analyzing financial metrics.

Support Financial Professionals by answering inquiries and researching issues. Provide service and education on various financial products in a customer-focused environment.

The VP of Institutional Equity Sales will identify institutional investors, communicate with clients about equity markets, and comply with regulations. Responsibilities include offering corporate access and booking roadshows.

The Vice President drives advisor engagement strategies, collaborates on data segmentation, optimizes technology adoption, and enhances business development capabilities.

This VP role focuses on leading growth in financial institutions by enhancing advisor productivity and expanding the program headcount through strategic consulting and client engagement.

The Regional Supervision Manager oversees transaction reviews, helps ensure compliance with regulations, and supports financial professionals' training and development.

The VP of HNW Planning Services leads a team to deliver customized financial planning for high-net-worth clients, focusing on innovation and collaboration.

The SVP, Business Development leads strategy and execution to grow independent financial professionals, managing hiring, training, and team performance while meeting sales goals.

The Business Operations Analyst will analyze performance data, guide teams in operational improvements, and oversee reporting and forecasting processes.

The Customer Experience Lead resolves escalated requests, drives continuous improvement, facilitates collaboration, supports technology enhancement, and manages stakeholder relationships.