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Serve as primary compensation contact for advisors and field leaders; manage complex compensation inquiries end-to-end; analyze and reconcile compensation and financial data; design training and job aids; provide guidance on policies; improve processes and controls; support operational duties and lead data-driven projects to enhance advisor experience.

This role involves financial analysis, modeling, due diligence for M&A transactions, collaborating with various departments, and preparing management reports.

Lead the administrative transition experience for financial advisors, ensuring seamless onboarding and enhancing the advisor experience through strategic coordination and relationship management.

The role involves a Marketing Consultant position providing scalable marketing support and resources for financial institution teams, including onboarding assistance, strategic growth enablement, and 1:1 consulting for campaigns.

The Internal Advisory Consultant engages financial advisors to drive adoption of fee-based platforms, providing insights on features and assisting in practice analysis and consultations.

Serve as a business consultant to financial advisors: assess practices, collect and analyze data, recommend and implement improvements, develop business plans, run regional meetings and study groups, and act as a central advisor contact to increase advisor profitability and efficiency.

The Senior Analyst oversees operations and high-priority projects for the CLO, providing strategic insights, and developing reports and analytics, while fostering collaboration across teams.

Drive and execute sales strategy alongside SVP of Field Management. Design and deliver sales enablement and growth programs, provide quantitative and qualitative insights and KPI tracking, partner cross-functionally to scale best practices, act as liaison between advisors and home office, support advisor community engagement and events, and manage stakeholder communications. Travel up to 30%.

Senior individual-contributor architect who defines and governs DevSecOps reference architectures and IDP standards. Owns CI/CD/IaC patterns (Terraform), Kubernetes architecture and security, automated security controls, policy-as-code, and AWS hybrid-cloud designs. Partners with cross-functional teams, mentors engineers, and translates regulatory/audit requirements into enforceable platform controls.

Support financial advisors with investment research, customized asset allocation, portfolio performance analysis, client relationship support, business analytics, and reporting to help grow advisor practices and serve clients.