Supports new-agent onboarding by advancing contracts, tracking background checks and fingerprints, reviewing paperwork, resolving documentation gaps, communicating candidate status, and processing system integration forms. Provides administrative support to the Managing Partner, including phone assistance, calendaring, and executive correspondence. The role requires customer service or office administration experience, strong communication and organization, meticulous data handling, Microsoft 365 proficiency, discretion, and a compliance-focused mindset.

This role involves owning the security architecture for AI platforms on GCP, designing guardrails, and integrating security into CI/CD pipelines. Candidates should have extensive experience in cloud security, specifically with GCP services, Kubernetes security, and AI/ML security practices.

Partner with local Investment Solutions Consultants to drive investment sales by training and supporting captive agents. Provide product expertise, case design, sales presentations, and relationship development. Introduce product enhancements, deliver technical guidance, and support field management to achieve territory and office sales objectives.