Shape the future of sales practice oversight by leading governance and reporting initiatives. Collaborate effectively with leadership to mitigate risks, enhance processes, and drive insights that promote compliance and operational excellence.

Unlock potential by leading surveillance governance and risk reporting. Provide critical oversight of sales practice escalations, ensuring effective tracking, analysis, and reporting to facilitate informed leadership decision-making and risk mitigation.

Advance the evolution of business management reporting, collaborating with stakeholders to define product vision, optimize capabilities, and deliver actionable insights that drive growth, operational efficiency, and risk management across teams.

Join our dynamic Relationship Management team, advocating for top-tier independent advisors. Drive client retention and satisfaction by aligning strategic resources and delivering exceptional service to enhance advisor engagement and growth.

Champion the success of top-tier independent advisors by driving retention and satisfaction. Collaborate with clients and internal teams to ensure exceptional service, strategic planning, and engagement, all while navigating complex advisory needs.