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Develop and retain Mid-West life insurance clients through a private-banking style distribution model across public/private fixed income, equity, real estate, and real assets. Engage multiple stakeholders, communicate complex insurance investment structures, collaborate with portfolio managers, oversee client onboarding, and provide ongoing relationship management. Role requires ~50% travel and Mid-West residency.

Lead conversation design for AI-powered digital experiences: create dialogue flows, prompts, and intent mapping; run content audits; collaborate with product, design, research, engineering, and compliance; test and iterate conversational interactions to improve participant engagement and clarity around retirement products.

Lead design and execution of testing for regulatory processes and internal controls over broker-dealer activities. Identify control gaps, assess regulatory risk, present findings and recommendations, and support cross-functional implementation and communication of policies, procedures, and oversight practices to ensure compliance with regulatory standards.

Design, build, and operate low-latency trading and execution systems. Implement order management, reconciliation pipelines, and data infrastructure integrating custodians, execution venues, and market data. Build backend services and observability, write tests, troubleshoot trade/execution issues under market pressure, and collaborate with portfolio managers, quants, and trading operations to ensure correctness and performance.

The Wealth Advisor assists clients in achieving their financial goals through tailored investment strategies, resource management, and client development. They work in a team to grow the business and maintain client relationships while analyzing financial landscapes and providing up-to-date financial guidance.

Provide in-person and virtual financial planning and product advice to participants and beneficiaries, facilitate transactions, educate on retirement and investment options, develop client and institutional relationships, and coordinate with internal partners. Obtain required licenses and maintain regulatory registrations.

The Associate Director manages C-PACE project underwriting and transaction management while engaging with clients and overseeing project completion, ensuring adherence to underwriting criteria and effective communication across teams.

Define and implement experience-focused product solutions across client journeys. Gather and prioritize requirements, maintain the product backlog, analyze KPIs, map customer needs, design and deliver roadmap solutions, and collaborate cross-functionally. Leverage internal AI resources (LLMs, prompt engineering, generative/agentic AI) to accelerate work and improve client experiences.

Manage QDRO settlement process as primary contact for participants, alternate payees, and attorneys. Review legal documents for ERISA/IRS compliance, guide parties through paperwork, resolve issues, coordinate with internal teams, maintain documentation, and improve customer experience while providing empathetic, timely follow-up and escalation when necessary.

Advise and manage an assigned book of clients on complex gift and estate planning. Develop client engagement plans, create educational content, lead internal teams to deliver high-quality charitable gift consulting, and resolve client issues. Support events, communications, and program management for nonprofit development stakeholders.