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This role involves providing HR consulting support, managing client relationships, ensuring compliance, and delivering training while acting as a subject matter expert.

The Wealth Operations Manager supports back-office operations for wealth management by processing transactions, maintaining records, ensuring compliance, and assisting advisors in client services.

The Senior Account Manager handles day-to-day management of assigned accounts, providing advisory support, coordinating with internal teams, and conducting client meetings to ensure service excellence and client satisfaction.

Manage and retain high-net-worth clients, providing tailored Property & Casualty insurance. Responsibilities include business development, client relationship management, and policy placement.

The Financial Advisor evaluates clients' needs, offers tailored financial planning advice, and manages relationships to achieve financial goals.

The Market Specialist supports benefit consultants and manages the RFP process for small and mid-market clients, ensuring timely proposal generation and effective client solutions.

The Director leads the Workplace to Wealth strategy, focusing on operationalizing the pipeline, maximizing team impact, driving field activation, and continuous improvement across functions to enhance lead conversion and performance.

The Business Development Executive is responsible for generating new business, closing sales, and achieving sales goals while collaborating with marketing and other teams.

The Client Executive develops new business opportunities, manages client relationships, and collaborates with marketing to meet sales goals and ensure high client satisfaction.

The Talent Acquisition Specialist supports the Production Hiring Team, coordinating hiring and onboarding for sales talent and ensuring a seamless experience for new hires.