The VP of FP&A leads enterprise-wide financial planning, budgeting, forecasting and reporting, collaborating with business and finance teams to enhance financial processes and insights.

The Lead Advisor Development Manager develops and executes training for advisors, improving skills across client experience and financial technology platforms while collaborating with leadership to address learning needs.

The VP of Compensation leads compensation programs across a multi-entity organization, focusing on design, implementation, and management of compensation strategies and structures, ensuring market competitiveness and internal equity.