Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Under minimal supervision, serves as the first line of contact for internal partners regarding plan-initiated fund and fee change requests. Handles complex inquiries and problem resolution. Has solid expertise/ knowledge/skills to contribute to development and execution of company objectives.

Essential Functions:

• Position requires that individual has exceeded required metrics in both team productivity and qualit...