Lead the enterprise adoption of Agentic AI, developing strategies, managing vendor ecosystems, and ensuring operational readiness across the organization.

The Virtual Financial Consultant provides counseling on financial products and services, helping clients achieve their financial goals through education and exceptional service.

The Director of Life Taxation leads tax management, compliance, and reporting for the organization, managing a team and ensuring adherence to tax regulations. Responsible for tax strategy implementation and stakeholder communication.

The Individual Financial Consultant provides retirement education and advice, helping clients navigate investment needs and achieve financial goals.

The Senior Relationship Manager is responsible for managing and deepening client relationships, identifying sales opportunities, and leading integrated teams to drive client satisfaction and business growth.

The Associate General Counsel provides legal advice and guidance on various areas including corporate law, compliance, and intellectual property while minimizing legal risks. They draft legal documents, coordinate with external counsel, and ensure adherence to regulations.