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Maintain accurate financial records and support month-end/year-end close by preparing journal entries, reconciliations, and financial statements. Assist accounts payable/receivable, budgeting, variance analysis, audits, and process improvements while ensuring GAAP compliance and strong internal controls.

Support internal policy servicing for High Net Worth personal lines: process endorsements, billing updates, cancellations, carrier follow-up, maintain schedules, ensure EPIC data accuracy, and assist with renewals and documentation. Strictly internal operations with no client-facing responsibilities.

Lead end-to-end recruiting for financial advisors, planners, operations, and corporate roles; act as a player-coach to mentor recruiters, standardize processes, and drive sourcing strategy; support Workday Recruiting implementation and analytics; build industry talent networks and university pipelines; strengthen employer brand and diversity efforts.

The Communications Associate will create and customize client communications, manage projects, and collaborate with teams to enhance enrollment solutions while ensuring compliance with standards.

The VP of Commercial Lines is responsible for leading strategy, operations, and talent development in broking for the Atlantic region, focusing on client retention, new business development, and building carrier relationships.

The Digital Data Director leads data strategy and governance, integrates data across platforms, manages analytics capabilities, and ensures data compliance.

Responsible for managing client relationships, advising on retirement plan issues, conducting investment analysis, and ensuring compliance. Coordinates data collection and prepares presentations for client meetings, while managing internal reporting and fostering teamwork.

The Regional Sales Director develops and maintains broker relationships, drives account strategies, ensures communication with internal teams, and achieves production goals. It requires a solid life insurance background and involves travel approximately 40% of the time.

The Communications Intern will assist the team with creating and editing client communications and maintaining team resources while participating in projects across the organization.

The Regional Sales Director will drive growth by acquiring new broker relationships while supporting existing accounts, meeting production goals, and implementing strategic account strategies.