The Paralegal will support legal matters, manage documentation for CITs, assist with legal research, and maintain accurate records. Strong analytical and interpersonal skills are essential in a fast-paced environment.

The Sales Support Associate facilitates the sales process by managing workflows, analyzing market trends, coordinating outreach, and ensuring timely client follow-up for a team of sales professionals.

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.