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The Administrative Assistant will support financial advisors with client management, meeting preparations, communication, and various administrative tasks while ensuring high levels of client service.

Associates support Financial Advisors in managing client relationships, providing asset allocation recommendations, and overall customer service excellence. They participate in a comprehensive training program to enhance their skills and knowledge in investment management and client service.

The Business Analyst will enhance wealth planning tools by collaborating with stakeholders, gathering requirements, coordinating projects, and managing deliverables.

The Programmer/Analyst will develop software for workflow automation in business functions, collaborating with various teams to implement an IBOR system.

This role supports senior leaders by providing strategic insights, managing projects, analyzing market trends, and facilitating acquisition opportunities while collaborating across the organization.

Provide advanced troubleshooting, handle escalations, manage hardware/software deployments, support desktop environments, and enhance customer service in technology operations.

The Files & Productivity Product Manager oversees enterprise technology, managing product lifecycles, collaborating across teams, and enhancing productivity tools. The role includes project management, user feedback, and analytics to improve user experience and adoption.

Partner with a Managing Director and Financial Advisors to manage calendars, client communication, meetings, travel, presentations, reports, onboarding, administrative tasks, and ad-hoc projects with discretion and high attention to detail in a client-facing wealth management environment.

The role involves designing, building, and deploying AI-powered tools integrated with enterprise data. Responsibilities include developing applications using GenAI and LLM, collaborating with business users, and ensuring compliance with security and governance standards.

Lead marketing planning and execution for the Mid-West region, partnering with advisors to achieve measurable marketing outcomes, design impactful events, and manage the regional marketing budget.