The AI Platform Developer will build, maintain, and enhance AI-powered applications and workflows while integrating third-party tools. They will also monitor system health, troubleshoot production issues, and collaborate with leadership to implement innovative AI solutions.
The Senior Solutions Architect will lead the design and implementation of scalable AI-driven solutions while overseeing technical delivery and innovation. They will collaborate with executive leadership and clients to translate business requirements into robust technical architectures.
Develop and execute a business development plan to build relationships with financial advisors, CPAs, and high-net-worth individuals. Collaborate with internal tax, wealth, and legal teams to identify and provide cross-disciplinary financial solutions.
The Investment Advisor Representative will manage an existing book of business while growing assets under management and developing new client relationships. They will provide comprehensive wealth planning and leverage the firm's integrated platform to offer tax, legal, and business advisory services to clients.
Advise clients on mergers and acquisitions, corporate governance, and commercial transactions while navigating the legal landscape of AI and emerging technologies. Collaborate with cross-functional teams to deliver integrated solutions and actively grow your own client practice.
Drive strategic distribution growth by developing relationships with financial advisors, broker-dealers, and RIAs. Execute territory business plans and conduct educational presentations to increase product utilization of investment offerings.
