We are seeking a collaborative and purpose‑driven leader who is committed to fostering an inclusive environment where team members feel a strong sense of belonging. In this role, you will be passionate about developing associates, supporting their professional growth, and aligning individual success with the broader goals of the Firm. You will bring together high‑performing colleagues to collaborate creatively and deliver exceptional client experiences.

As a subject matter expert and advocate for client and family‑centric holistic wealth management, you will play a key role within the Client Consultation Group. You will partner with branch teams to design and deliver tailored, values and goals‑based wealth planning strategies for clients.

This role requires an integrated, holistic approach to wealth planning. You will collaborate closely with internal specialists as well as clients’ external advisors, including tax, legal, and other professionals—to addres...