The Associate Wealth Advisor assists in creating and implementing personalized financial plans for clients, focusing on investment strategies, financial goals, and compliance requirements while supporting Wealth Advisors in client relations.

The Lead Advisor Development Manager develops and executes training for advisors, improving skills across client experience and financial technology platforms while collaborating with leadership to address learning needs.

The VP of Compensation leads compensation programs across a multi-entity organization, focusing on design, implementation, and management of compensation strategies and structures, ensuring market competitiveness and internal equity.