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Lead multi-office growth across Oregon and Washington by managing P&L, recruiting and developing advisors and branch managers, driving revenue and assets, ensuring compliance, and optimizing complex resources to deliver client-focused results.

Serve as first point of contact for clients, advisors, and partners via high-volume inbound calls. Resolve account, trade, and money-movement requests, educate users on systems and policies, open and manage cases, and complete routine service transactions. Complete company-paid training and obtain FINRA SIE, Series 7 and 63 licenses.

The Sales Specialist will consult with financial advisors, drive ETF sales, build relationships, and provide investment solutions. Travel required 10-20%.

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.

The Associate Sales Manager collaborates with RSMs and RSDs to support advisor growth through personalized learning plans, engagement tracking, and coaching programs. Responsibilities include managing cohorts, enhancing learning labs, and assisting with operational tools and communications.

As a Senior Product Owner, you will lead the product roadmap, manage development priorities, and ensure delivery of services enhancing client and advisor experiences in retirement income.

Oversee data governance operations, establish quality rules, and support the strategic rollout of the Data Governance program, collaborating with Technology and business units.

Assist an experienced financial advisor in developing client relationships, managing financial plans, and achieving financial goals. Obtain necessary licenses and contribute to the team practice.

The VP, Compliance & Chief Compliance Officer leads compliance strategy for AEIS, ensuring regulatory alignment, managing risks, and developing a high-performing compliance team while fostering cross-functional partnerships.

Responsible for developing, testing, and maintaining applications, mentoring junior team members, and ensuring adherence to coding standards and architecture. Collaborate with teams to gather requirements and improve code quality and system performance.