Partner with Financial Advisors to support high-net-worth clients by providing portfolio analysis, account setup and maintenance, meeting preparation, asset allocation recommendations, and client relationship management while participating in a comprehensive Associate Development Program.

Lead strategy-to-execution for talent development programs and signature initiatives (PWM Women's Council, AB Mosaic). Own program roadmaps, governance, KPIs, and mentorship/cohort-based development. Partner with executives, Talent, Marketing, and business leaders to design and deliver development experiences, events, and special projects that improve retention, career pathways, and culture.

Lead marketing planning and execution for the Mid-West region, partnering with advisors to achieve measurable marketing outcomes, design impactful events, and manage the regional marketing budget.