Oversee the strategic performance and regulatory compliance of retirement plans, ensuring accurate administration and participant support while managing vendor relationships and facilitating seamless transitions in an evolving benefits landscape.

Lead successful transitions for financial advisors by managing multiple projects concurrently. Oversee readiness planning, execution, and training to ensure smooth onboarding and client communication, while serving as a dedicated partner throughout the process.

Develop your career with a leadership role overseeing advisor transitions, driving organizational excellence and enhancing client experience through strategic planning and execution within a 17-person team.

Shape the future of advisor success in a high-impact leadership role, driving growth, retention, and a seamless advisor experience across a robust $55 billion platform serving over 1,100 advisors. Transform service quality into scalable results.

Support advisor success by coaching on technology use, ensuring seamless transitions, and driving engagement with CRM and portfolio management tools to enhance advisor proficiency and adoption across platforms.