Lead the charge in managing accounting for securities and derivatives. Collaborate with multiple teams to ensure accurate reporting and compliance while driving process improvements and resolving complex issues in a high-volume environment.

Join a team that's pivotal in shaping robust accounting practices for a diverse portfolio of securities and derivatives, ensuring compliance while collaborating across finance and technology teams to deliver precision and innovation.

Champion ERISA Compliance by executing thorough testing and reporting, collaborating with clients and auditors to resolve complex issues and ensure adherence to regulations while mentoring junior staff and leading projects.

Champion financial futures by delivering personalized guidance and expertise to clients. Build lasting relationships through proactive outreach and effective communication, supporting clients in their investment and retirement planning journeys.

Optimize ERISA Compliance by ensuring accurate testing and reporting, liaising with clients and auditors, and serving as a resource for peers. Drive project leadership and enhance operations within the retirement plan sector across multiple locations.