Lead the charge in driving strategic initiatives within Wealth Management. Collaborate with senior leadership, manage projects, and guide teams through complex problem-solving while crafting impactful presentations for top executives.

Drive strategic initiatives by solving critical business problems and leading analysis. Collaborate with senior leadership to craft recommendations, manage junior team roles, and ensure successful project delivery in Wealth Management.

Lead the charge in driving retirement plan sales across the nonprofit sector. This high-volume role focuses on developing and closing opportunities while managing a robust pipeline and fostering strong intermediary relationships.

Transform the nonprofit retirement plan landscape by driving sales growth, managing a robust pipeline, and fostering strong intermediary relationships. Leverage innovative solutions to meet client needs and achieve ambitious sales goals.

Lead the charge in designing and analyzing information systems to meet user needs while ensuring compliance with the organization’s architecture. Collaborate with technical teams to develop effective solutions and maintain system efficiency.