As the Annuities Wholesaling Lead, you will manage a team of sales specialists, develop sales strategies, and drive the adoption of Flourish Annuities among RIAs. Your responsibilities include team management, client communication, market development, and overseeing sales processes to achieve results.

The Treasury Operations Associate will manage daily cash movements, perform cash reconciliations, communicate with banking partners, aid in onboarding new banks, and identify efficiency improvements in treasury operations.