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The Senior Project Manager will lead medium to large-scale business projects, ensuring timely delivery by developing project plans and managing risks. They will collaborate with sponsors and enhance project management procedures.

The Learning & Development Associate will support the design and execution of training programs for sales teams, manage logistics, and create training materials while ensuring measurable outcomes for the organization.

The Compliance Manager will develop training materials, manage partner relationships, ensure quality control of training, support regulatory needs, and participate in training projects.

Drive sales of Wealth Management products by building relationships with advisors, conducting training, and managing territory for sales strategy execution.

The Director of Underwriting oversees a life and disability income products underwriting unit, manages staff, conducts training, and makes decisions on applications involving significant risk. The role includes coaching, project management, data analytics to enhance processes, handling appeals, and ensuring compliance with underwriting policies.

The Sourcing & Engagement Specialist will engage with financial advisors, support recruitment efforts, track metrics, and build candidate relationships. Training for securities licenses is offered.

Internal sales role supporting advisors in the PacWest region to drive advisory program sales and net flows. Conduct outbound and inbound advisor calls, advise on product rules and solutions, support territory business planning, events, and field initiatives, and track activity and expenses in Salesforce and Concur. Requires licensing, compliance coursework, and regional travel.

Provide leadership and support to teams onboarding experienced advisors, ensuring compliance, implementing process improvements, and managing performance metrics.

The Aladdin Business Management Director drives strategic projects on Aladdin, manages stakeholder relations, and oversees access structures while enhancing Aladdin usability within the investment management team.

The Wealth Management Operations Manager provides strategic leadership overseeing portfolio planning, operational transitions, and process improvements while ensuring alignment with financial governance and organizational readiness.