Summary/Objective Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal‑based financial planning and wealth management services to Cain Watters & Associates clients. This role serves as a primary advisor to clients,
Position Summary Reporting to the Senior Vice President of Business Development, the Senior Director / Vice President, Mergers & Acquisitions is responsible for developing meaningful relationships with 7 Pillars clients and cultivating ongoing working relationships with
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