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The Business Information Security Principal will lead security projects across various business functions, serve as a subject matter expert, mentor a BIS team, engage with stakeholders, and oversee security governance and compliance efforts to enhance organizational security practices.
The Sr Director Wealth Planning provides expertise in estate, business, high net worth, and retirement planning to support financial representatives and their clients. Responsibilities include consulting, training, research, and project leadership in planning strategies, while maintaining knowledge of legal and tax issues.
The Senior Data Product Manager will lead the development of data tools and experiences to support advisors and clients. Responsibilities include setting the product vision, developing roadmaps based on metrics, gathering requirements, facilitating stakeholder partnerships, and prioritizing user stories for implementation, all while analyzing data domains to inform product decisions.