Lead end-to-end onboarding and platform migrations for acquired wealth management firms, build repeatable migration playbooks, manage data conversions across CRM, accounting, billing, trading, and client portals, coordinate partner teams and vendors, track delivery, and align onboarding with internal Technology, Operations, and Integration teams.

The Technology Operations Director leads the technology department's strategy, oversees IT finance, vendor relations, and ensures cybersecurity compliance, aiming for optimal technology experiences for partner firms.

The Growth Marketing Manager will develop strategic marketing plans for partner firms, assess existing programs, manage agencies, and ensure compliance while optimizing performance through analytics and collaboration with sales teams.