The Staff Software Engineer will provide technical leadership for the Brokerage and RIA Technology Team, defining architecture and driving technical roadmaps. They will lead complex cross-team initiatives while mentoring engineers and ensuring solutions align with long-term business and technology strategies.
The Specialist, Forms Administration manages the maintenance, production, and distribution of operational forms and outgoing communications. This role coordinates with internal teams and external vendors to ensure campaign deliverables are met while maintaining accurate documentation and inventory.
The Senior DevOps Engineer will lead reliability strategy, architecture, and automation efforts across complex, distributed systems. They will also act as a technical lead during major incidents and mentor junior engineers to foster a culture of operational excellence.
The Solution Manager facilitates cross-functional initiative readiness, planning, and execution to ensure business and technology goals are met. They provide transparency into delivery health, manage dependencies, and drive continuous improvement across organizational processes.
The Training Principal develops and executes strategic training, performance, and readiness initiatives to improve operational efficiency and workforce capability. They act as a trusted advisor to leadership, diagnosing performance gaps and leading cross-functional projects to implement effective learning and knowledge management solutions.
The Director will mentor underwriters, develop training programs, and ensure adherence to underwriting governance and standards. They will also provide technical guidance on complex, jumbo cases and support underwriting modernization initiatives.
The External Wholesaler is responsible for recruiting and soliciting independent financial professionals to drive life insurance sales within the West Region. They also provide practice management coaching to help financial professionals grow their businesses and achieve sales goals.
The Operations Manager leads a team of registered principals to review and approve brokerage and advisory account applications while ensuring compliance with regulatory standards. They also monitor performance metrics, manage escalations, and drive continuous improvement through AI adoption and quality assurance.
The Operations Manager leads a team responsible for trading, licensing, and compensation while ensuring regulatory compliance and operational efficiency. They serve as a key liaison between the firm and field partners, driving process improvements and the integration of AI technologies.
Perform actuarial calculations and analyses to support product development, financial management, and risk management initiatives. Prepare reports and documentation while collaborating with cross-functional departments to improve actuarial efficiency.
The External Wholesaler is responsible for recruiting and profiling independent financial professionals to drive life insurance sales within the South Region. They provide practice management coaching and advanced marketing support to help financial professionals grow their business and achieve sales goals.
