The Qualified Plan Strategist engages with clients through calls and events, promoting sales and managing relationships while innovating strategies.

The Senior FP&A Analyst will support financial planning and analysis, budgeting, reporting, and strategic initiatives, working closely with leadership and private equity sponsors.

The Brand Engagement Marketing Specialist will enhance brand engagement through social media strategy, content development, event coordination, and marketing campaigns, focusing primarily on the retirement advisory space.

As a Product Manager, you will lead the product vision and roadmap for the RPAG platform, collaborating to enhance the advisor experience and manage the product lifecycle.