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The Senior Business Consultant will lead engagements with business owners, manage consulting services, evaluate branch structures, and conduct financial analysis while maintaining client relationships.

The FA Comp Analyst II manages branch compensation processes, ensures compliance, analyzes financial data, and recommends solutions to moderately complex issues.

The Manager of New Advisor Transitions oversees onboarding financial advisors, manages transition projects, and leads a team to ensure a seamless integration into the organization.

This role leads risk assessments, synthesizes data for insights, develops compliance programs, collaborates cross-functionally, and mentors staff while ensuring regulatory compliance.

Design, build, and enhance customer identity journeys, leading mobile-first authentication projects and collaborating with fraud analysts and developers.

The Financial Advisor Trainee develops skills in financial advisory through training and mentorship, focusing on client development, investment management, and compliance while meeting production targets.

The Financial Advisor Trainee learns to build an individual practice through the Advisor Mastery Program, balancing client development, sales activities, and compliance. Responsibilities include managing client relationships, developing a book of business, and completing necessary training and licenses.

Manage major process improvement initiatives across multiple areas to enhance efficiency, coach teams, and develop solutions for complex issues.

The Director, Finance PMO leads governance and delivery of finance programs, aligns project portfolios with strategy, and develops a high-performing PMO team.

The Senior Manager will lead business change management for finance applications, overseeing project implementations, risk management, and stakeholder engagement to ensure effective outcomes.