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In this role, you will build client relationships, provide marketing support, maintain communication with sales staff, and assist in expanding fund business.

As an Internal Advisor Consultant, you will build and maintain client relationships, assist in investment selection, and collaborate with senior salespersons to meet business objectives.

Provide high-level administrative support to senior leaders by managing complex calendars, coordinating meetings, travel and events, preparing expense reports and presentations, handling communications, supporting department operations and special projects, mentoring administrative staff, and providing backup support.

Serve as first point of contact for advisors with web-based tool issues via a high-volume inbound phone queue. Troubleshoot, resolve, and escalate technical problems, manage case loads, educate advisors on new tools/processes, document interactions, and support process improvement and peer training.

The Digital Product Owner leads product vision and strategy, focusing on customer needs and business objectives while collaborating with cross-functional teams to ensure high-value solutions.

Lead quantitative financial modeling and analysis for the Capital Markets Solution team. Ensure model accuracy, resolve modeling issues, assess risk/return trade-offs, present recommendations to stakeholders, and support control environment and reporting. Serve as subject-matter expert on financial instruments and insurance contracts.

The Software Engineer will design, code, test, and maintain applications, collaborating closely with technical teams to ensure quality solutions while adhering to organizational standards.

Serve as liaison between business and IT to elicit, document and manage functional and non-functional requirements, translate them into system requirements, support testing and implementation, troubleshoot vendor and homegrown systems, and produce procedural and support documentation to ensure solutions meet business needs.

Provide operational and coordination support for the Field Execution team: manage deliverables, communications, and logistics; plan and execute leadership meetings and events; prepare presentations and materials; maintain processes, tools, and documentation; support special projects and ensure cross-team alignment for smooth field execution.

As a Financial Advisor, you'll assist clients in financial planning, build relationships, generate prospects, and achieve business goals while completing required licensing.