When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: Summary: The Senior Investment Analyst is a key contributor to the creation, oversight, and maintenance of the centralized investment platform for wealth management advisors. This role is suited for professionals with 3-8 years of experience who excel in complex investment scenarios and operate with a high degree of independence. Senior Analysts lead advanced research, analytics, operational workflows, mentor junior staff, and drive process improvements across the team. Collaboration with senior leadership and cross-functional partnership is essential to deliver sophisticated investment solutions and maintain best-in-class standards. This role sits at the intersection of investment research, platform strategy, advisor support, and analytics , with exposure to both public and private markets.