The Business Development Director drives sales growth, recruits financial professionals, and manages firm health and profitability while ensuring compliance with laws and brand guidelines.

The Workday HCM Specialist manages Workday data, ensures data integrity, supports HRIS needs, creates reports, and provides training on processes.

The Senior Software Engineer will lead a team managing a financial data platform, ensuring stability, mentoring others, and collaborating with business stakeholders.

Lead and enhance the brokerage and RIA technology team, optimizing the technology infrastructure and supporting complex data integrations while mentoring team members.

The AML Compliance Director oversees the implementation of Anti-Money Laundering programs, ensuring compliance with various regulations and leading a team in compliance monitoring and project management.

The Regional Marketing Director will lead life insurance sales through recruiting financial professionals, promoting products, coaching, and achieving sales goals. The role involves territory management and contributing to marketing initiatives.

The Knowledge Management Specialist will drive KM solution implementation, support stakeholder collaboration, and enhance documentation processes while ensuring quality and facilitating ongoing learning for teams.

The Operations Reporting and Analytics Specialist analyzes data across various operational functions, collaborates with leaders to forecast staffing needs, and develops models for resource monitoring. This role ensures data integrity, provides actionable insights, and supports leadership in strategic decision-making regarding staffing levels and operational trends.

The Lead Underwriting Consultant oversees and manages the selection of risks for large life insurance applications, ensuring profitability and adherence to standards. Key responsibilities include analyzing complex cases, mentoring staff, and maintaining relationships with stakeholders while staying up to date with industry trends.

The Compensation Manager will lead compensation strategies, ensure fair pay practices, facilitate annual processes, and collaborate with HR leaders and business units.

The Accounting Analyst will perform accounting and financial reporting tasks, ensuring accuracy, compliance, and internal audit support while managing diverse assignments.

The Sr. Software Engineer will develop and maintain server-less integrations for data architecture, collaborating in an Agile environment and utilizing proficient skills in Python, Java, and AWS.

This role involves leading software engineering teams, providing strategic direction, driving the delivery of software solutions, and fostering collaboration with stakeholders. The candidate will manage resources, mentor staff, and promote a culture of innovation while ensuring alignment with corporate objectives.

The IMR will support recruiting, telemarketing, and sales efforts through relationship management with financial professionals, alongside fostering sales growth and providing marketing support.

The Sr. Administrative Associate performs diverse administrative duties, supports financial professionals, and ensures smooth office operations with a focus on customer service and collaboration.