Lead the strategic design and management of comprehensive employee benefit programs, ensuring they align with organizational goals. Foster innovation and compliance while enhancing employee engagement and well-being across diverse plan offerings.

Optimize employee benefit programs by leading strategic design, compliance, and execution. Drive governance, vendor relations, and innovative solutions to enhance employee engagement and support organizational objectives. Shape a collaborative culture.

Optimize advisor marketing compliance through collaboration and analysis. Engage with advisors to enhance material quality while ensuring regulatory alignment. Drive continuous improvement and share insights to elevate service excellence.

Drive investment and derivative accounting processes, ensuring compliance with GAAP and regulatory standards while collaborating with teams to enhance operational efficiency and manage financial risks effectively.

Join a team that's committed to enhancing advisor marketing compliance through innovative solutions and effective collaboration. Leverage your expertise to support advisors in creating compliant materials and navigating industry trends.