The Director of Advisor Impact manages relationships with financial advisors, providing education, support, and collaboration with internal teams to enhance advisor success.

The Director of Accounting will lead financial operations, overseeing month-end close processes, financial reporting, and compliance with GAAP. They will manage a team, enhance financial systems, and partner with executives on strategic planning and innovations.

The Marketing Consultant will onboard financial advisors by creating and managing their marketing strategies, including branding, content creation, and lead generation, while supporting ongoing marketing initiatives and ensuring engagement.