The Financial Aid Advisor will advise and assist students on all aspects of financing their education, including establishing eligibility, clarifying policies, and providing accurate information on financing options. Key duties involve collecting and reviewing documentation, packaging and revising financial aid awards, tracking documents in the student information system, and serving as a primary contact for student inquiries.

A successful Retirement Planner will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll and retain them in Advisory Services. Responsibilities also include supporting managed account campaigns, identifying opportunities to contract additional client assets, and adhering to compliance and risk procedures.

This role serves as the central point of contact for IT General Controls (ITGC) inquiries, managing escalations, and collaborating with Finance, Operations, Internal Audit, and IT to ensure effective internal controls for SOX compliance. Responsibilities include improving SOX scoping, consulting on control design, evaluating deficiencies, and reporting compliance status to senior leadership.

This role involves developing and maintaining complex financial models for budgeting and forecasting, analyzing performance to surface insights, and preparing financial reports for monthly, quarterly, and annual reviews. The analyst will also support strategic initiatives like pricing analysis and partner with operational leaders to guide decision-making through scenario analysis.