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The Associate will support M&A transactions by sourcing relationships with wealth management firms, analyzing financial data, and executing business development projects.

The Associate will support M&A activities, conducting financial analysis, due diligence, and deal structuring, while coordinating across teams for successful execution of deals.

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.