Summary/Objective Reporting to the Chief Information Officer, the IT Manager, Software Engineering is responsible for leading the firm’s software development function and modernizing delivery practices through the effective, secure, and governed use of technology. This role
Summary/Objective Reporting to the Client Success Supervisor, the Client Success Coordinator is responsible for assisting the Client Success Specialists with gathering and providing new client data to the financial planning department (balance sheets, GLs, investment statements,
Summary/Objective Reporting to the IT Applications Manager, the Application Programmer Analyst is responsible for designing, developing, testing, and maintaining software applications that support organizational goals and business processes. This role ensures seamless integration of applications, provides
Summary/Objective Reporting to the Senior Wealth Advisor, the Client Coordinator supports our wealth management team. This role is the operational backbone of the client experience — managing scheduling, communications, and administrative workflows for advisors while serving
Summary/Objective Reporting to the Executive Committee, the Chief Legal Officer (CLO) is a critical member of the executive leadership team responsible for providing strategic legal counsel, overseeing enterprise contract management, leading key growth initiatives, and supporting
Summary/Objective Reporting to the Investment Operations Manager, the Investment Operations Specialist is responsible for onsite support related to coordinating, implementing and maintaining all investment account openings, and service requests, while maintaining confidentiality of client information. Essential