Take ownership of compliance review and approval of marketing materials while guiding financial advisors on public communications and outside business activities to ensure adherence to regulations and firm policies.

Evaluate and approve marketing materials while ensuring compliance with regulations. Guide team members on effective communication and outside business activities. Assist in regulatory inquiries and contribute to policy updates and training initiatives.

Drive client success by providing tailored investment solutions and building lasting relationships. Leverage the bank’s referral system and LPL's extensive resources to enhance your financial consulting practice and community impact.

Lead and empower software engineering teams to deliver innovative technology solutions. Collaborate with cross-functional teams to design scalable platforms and cultivate an open culture focused on engineering excellence and continuous improvement.

Tackle recruitment strategies to attract top financial advisor talent while enhancing candidate experiences and fostering relationships between multiple teams to support business growth within a dynamic environment.