Join a team that's dedicated to streamlining advisor transitions, overseeing a 17-person organization to ensure successful onboarding and asset ramp-up, optimizing the advisor experience, and implementing best practices for operational excellence.

Optimize the advisor transition process to enhance efficiency and advisor experience. Lead a 17-person team responsible for seamless onboarding, ensuring advisor readiness and adoption of services while managing vendor capacity and continuous improvement.

Empower advisors by providing expert product consulting, enhancing value through strategic support, comprehensive product comparisons, and coaching on optimal product mixes while driving platform effectiveness and advisor satisfaction.

Drive your career by owning advisor relationships and leading recruitment efforts. Engage with independent financial advisors, delivering tailored proposals and ensuring seamless transitions while contributing to significant asset growth.

Shape the future of finance by leading FP&A initiatives that drive performance. Engage with senior leaders and ensure alignment of financial strategies while enhancing reporting tools and processes to support data-driven decisions.