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Lead the CL&R team focusing on resolving complex cases related to contracting and licensing, coaching team members, updating training materials, ensuring compliance, and providing exceptional customer service.

Design, build, and operate identity governance capabilities and Java-based IAM/IGA applications. Implement lifecycle management, access requests, RBAC, access reviews, and automation. Support production, audits, documentation, release planning, and on-call duties.

The role focuses on enhancing the advisor experience and growth by partnering with leaders to develop strategic plans, manage initiatives, and support advisors. Responsibilities include delivering updates, analyzing performance, and improving local services tailored to financial advisors.

As Assistant General Counsel for Litigation, you will oversee complex disputes, develop litigation strategies, and manage legal risks, partnering with business leaders to drive effective resolution.

The Workday Configuration Lead manages Workday projects, coordinates with teams, oversees process improvements, ensures data integrity, and guides new system implementations.

The Senior Manager of Enterprise Insights will lead a new insight capability, drive field research, mentor teams, and utilize AI tools to enhance research capabilities, focusing on financial advisors' insights to inform business strategy and decision-making.

The Senior Manager of Enterprise Insights will oversee consumer and client research, drive data analysis, deliver insights, and enhance research capabilities for strategic growth and improved experiences.

The Family Wealth Strategist leads and integrates wealth management strategies for high-net-worth families, aligning financial plans with family values and objectives while coordinating with advisors and partners.

The Replacement Analyst processes conservancy case requirements, ensures compliance with state regulations, supports Financial Representatives, and manages replacement documentation.

The Investment Compliance Consultant ensures adherence to compliance regulations, supports regulatory filings, monitors compliance practices, assists in risk management, and provides administrative support for compliance programs.