The Private Wealth Associate collaborates with Financial Advisors to provide asset allocation recommendations, client service, and support functions for high-net-worth clients, focusing on exceptional communication, analytical skills, and relationship-building.

Senior client-facing advisor responsible for growing, servicing, and retaining Insurance General Account clients across North America. Build strategic partnerships with insurers, collaborate with investment and distribution teams, develop territory/prospecting plans, support product and talent development, and mentor colleagues while meeting revenue and client growth targets.