Contribute to delivering exceptional trading support to financial advisors, ensuring a high-quality service experience. Collaborate with teams to enhance system functionalities while mastering trading products and methodologies.

Transform advisory program strategies by managing RPM integration, enhancing platform capabilities, and improving advisor engagement to achieve optimal client outcomes and foster sustainable growth in a dynamic environment.

Develop strong relationships with financial advisors to drive adoption of fee-based platforms, enhancing their growth and success through consultative engagement and expert platform education in a team-oriented environment.

Reimagine compliance processes by leading retirement programs, collaborating across teams, and ensuring adherence to ERISA regulations. Enhance our framework while providing exceptional support during audits and regulatory examinations.

Contribute to our retirement compliance framework by overseeing programs, supporting audits, and enhancing processes. Collaborate with advisors and internal teams to ensure adherence to ERISA requirements and foster continuous improvement.