The Financial Wellness Consultant will develop and implement tailored financial wellness strategies while managing client relationships and program execution. They will collaborate with internal teams to ensure consistent service delivery and provide ongoing support to meet client objectives.
The Senior Manager will serve as a subject matter expert providing strategic guidance on retirement plan design, fiduciary training, and regulatory compliance. They will also support financial advisors and clients through technical consulting, plan benchmarking, and project management.
The Senior Portfolio Integrations Lead manages transition strategies and implementation plans for newly integrated offices to ensure smooth account migration into centralized investment strategies. They also oversee data integrity, manage administrative changes in trading platforms, and collaborate with various internal teams to ensure compliance with strategy guidelines.
