NewTravel Nurse RN - Case Manager - $2,800 to $2,850 per week in Tuba City, AZ TravelNurseSourceTravel Nurse RN - Case Manager - $2,800 to $2,850 per week in Tuba City, AZTuba City, AZ$2,800–$2,850The incumbent will work closely work with Providers, Nurses, Social Workers, Physicians, the PRC department, and all health care providers to ensure implementation of appropriate resources in the fulfillment of utilization goals for the hospital and third-party payors. The Social Worker/RN Case Manager is responsible for utilization review of patient cases in the inpatient and outpatient services departments, and review of medical necessity of referrals to specialty providers for services not normally provided within the facility.
Director of Risk Management Xanterra Leisure Holding LLCDirector of Risk ManagementAZResponsible for effectively and continually monitoring ensuring employees are at an acceptable level of performance; completes performance evaluations and ensures HIG's are done following the appropriate timeline established by the department, submitting them into HR in a timely manner. Occasionally handling, reaching outward and above shoulder, climbing, crawling, squatting/kneeling, bending, lifting/carrying items weighing over 100lbs, pushing/pulling items weighing up to 100lbs.
Director of Risk Management Acadia Healthcare Co IncDirector of Risk ManagementTucson, AZIn this leadership role, you will oversee the implementation of a comprehensive risk management program, collaborate with multiple departments to assess and mitigate risks, and promote a culture of safety throughout the organization. We are seeking an experienced and strategic Risk Director to lead our facility''s risk management efforts and ensure a safe environment for patients, staff, and visitors.
Director of Risk Management Sonora Behavioral HealthDirector of Risk ManagementTucson, ArizonaFull timeIn this leadership role, you will oversee the implementation of a comprehensive risk management program, collaborate with multiple departments to assess and mitigate risks, and promote a culture of safety throughout the organization. Overview: We are seeking an experienced and strategic Risk Director to lead our facility's risk management efforts and ensure a safe environment for patients, staff, and visitors.
Enterprise Risk Management (ERM) Associate Director Western Alliance BancorpEnterprise Risk Management (ERM) Associate DirectorPhoenix, AZYou''ll play a key role in the Bank''s Enterprise and Operational Risk Management Team, which is responsible for several enterprise-wide programs, including Risk and Control Self-Assessment (RCSA), Controls Testing, Governance Risk and Compliance (GRC) Platform and Program, Third-Party Risk Management, Policy Framework, and Technology and Information Security Risk Management. Oversee the continuous monitoring of enterprise risk trends, identify emerging and evolving risks, and assess issues to determine potential impacts, ensuring appropriate visibility and readiness for escalation where risk levels exceed defined thresholds.
NewDirector Risk Management Northwest Medical Center TucsonDirector Risk ManagementTucson, AZQualificationsBachelor's Degree in relevant field required orSeven (7) plus years of direct experience in lieu of a Bachelor's degree requiredMaster's Degree preferred3-5 years of experience in closely related field with Bachelor's degree required3-5 years of previous leadership experience preferredKnowledge, Skills and AbilitiesStrong leadership, organizational, and communication skills. Licenses and CertificationsRN - Registered Nurse - State Licensure and/or Compact State Licensure preferredCPHRM - Certified Professional in Healthcare Risk Management preferredThis position is not eligible for immigration sponsorship now or in the future.
Director of Compliance and Risk Arizona Western CollegeDirector of Compliance and RiskYuma, AZOversee and conduct regular institutional risk assessments to identify potential liabilities and collaborate with stakeholders to implement mitigation strategies, including the review of insurance coverages and contractual risk transfer protocols. The role requires the ability to operate independently while engaging collaboratively with different individuals across the campus communities, including leadership, staff, faculty, and students.
Director, Risk Management (LOD1) Early Warning Services LLCDirector, Risk Management (LOD1)Scottsdale, AZ$154,000–$193,000 / yearDrive periodic executive level reporting regarding business risk management activities, working closely with business-line leadership Develop, in alignment with ERM's frameworks, a 1st LOD risk management governance process across the business lines to support decision making and escalation regarding risks that may not be consistent with the business' risk tolerance. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers).
NewDirector of Enterprise Risk & Resilience JobtailorDirector of Enterprise Risk & ResiliencePhoenix, AZThe role involves guiding leadership on strategy, regulatory compliance, and enterprise resilience, plus conducting assessments and reviews with internal and external partners. Pathward is seeking an experienced risk management professional to identify and mitigate risks across the organization.
Third Party Risk Management, Assistant Vice President Mitsubishi UFJ Financial GroupThird Party Risk Management, Assistant Vice PresidentTempe, ArizonaAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. This position will report to the Director, Third-Party Management for first line of defense TPRM and will be principally engaged in execution of the Third-Party Risk Management (TPRM) oversight of third parties in MUFG Americas.
Risk Management - Home Lending Originations Risk Lead Credit Officer - Vice President JPMorgan Chase & CoRisk Management - Home Lending Originations Risk Lead Credit Officer - Vice PresidentTempe, AZAs an Originations Risk Lead Credit Officer within the Home Lending Credit Risk team, you will evaluate and identify risks during ongoing surveillance of Agency (Fannie Mae and Freddie Mac) initiatives as well as other investor and insurer guideline changes. Utilize adept risk analysis to review proposed and recent investor guideline changes which leads to researching, developing, and recommending Guideline actions that may act as overlays to insurer guidance.
Director of Product Management Title21 Software Inc.Director of Product ManagementPhoenix, AZRemoteThe Director will build and mentor a high-performing product team, partner cross-functionally with Engineering, Clinical, Sales, Marketing, and Client Success, and ensure our solutions deliver measurable value to healthcare stakeholders. Title21 Health Solutions is a fast-growing SaaS Healthcare IT company delivering innovative software solutions that improve clinical, operational, and financial outcomes across the healthcare ecosystem.
Third Party Risk Management, Assistant Vice President MUFG Americas Holdings CorpThird Party Risk Management, Assistant Vice PresidentTempe, AZ$91,000–$107,000 / yearAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Job Summary: This position will report to the Director, Third-Party Management for first line of defense TPRM and will be principally engaged in execution of the Third-Party Risk Management (TPRM) oversight of third parties in MUFG Americas.
Sr. Director of Platform Program Management Intel CorpSr. Director of Platform Program ManagementPhoenix, AZ$271,620–$383,460 / yearBusiness group: Intel Foundry strives to make every facet of semiconductor manufacturing state-of-the-art while delighting our customers -- from delivering cutting-edge silicon process and packaging technology leadership for the AI era, enabling our customers to design leadership products, global manufacturing scale and supply chain, through the continuous yield improvements to advanced packaging all the way to final test and assembly. This leader serves as the delivery integrator and hence is responsible for working with all domain owners to plan the timeline of intermediate deliverables and to always foresee the status of development & interdependencies to always have a proactive plan to guarantee meeting delivery commit.
Director of Product Management - Commerce Transact CampusDirector of Product Management - CommerceScottsdale, AZ$184,000–$215,000This role sets the strategic context that empowers squads to make great decisions independently, leads a team of Product Managers and Associate Product Managers, and serves as the primary product voice for their group to business leadership and executive stakeholders. What you will be doing: The Director of Product Management is the most senior product leader within a product group — a player-coach who has been a strong individual PM and is ready to multiply that capability across a team.
Director of Product Management - Campus ID Transact CampusDirector of Product Management - Campus IDScottsdale, AZ$184,000–$215,000This role sets the strategic context that empowers squads to make great decisions independently, leads a team of Product Managers and Associate Product Managers, and serves as the primary product voice for their group to business leadership and executive stakeholders. What you will be doing: The Director of Product Management is the most senior product leader within a product group — a player-coach who has been a strong individual PM and is ready to multiply that capability across a team.
VP, Risk Management - Property & Casualty (P&C) Risk USAAVP, Risk Management - Property & Casualty (P&C) RiskPhoenix, AZ$257,250–$463,050 / yearOversee and guide an independent Risk Management function in establishing and monitoring compliance with risk limits, identifying and aggregating the firm's risks, assessing the firm's risk positions relative to the parameters of the firm's risk tolerance, and providing key risk information to senior management and the board of directors. The VP, Risk Management - Property & Casualty (P&C) will report directly to the SVP, Chief Risk Officer - P&C and will be responsible for recognizing and reporting strategic and aggregate risks across the P&C business while advancing the Risk Management function for aggregation, quantification, and qualification of risks.
Risk Management - Special Credits Officer - Vice President JPMorgan Chase & CoRisk Management - Special Credits Officer - Vice PresidentTempe, AZAs a Special Credits Officer Vice President in Business Banking Risk, you will be responsible for mitigating risk and maximizing recovery of the bank's credit exposure through early intervention with stressed or distressed borrowers. You will oversee a portfolio of problem credit with aggregate exposures greater than $500,000 playing a critical role in identifying credit issues early and helping the bank mitigate risk.
Director, Primary Casualty, Product Management W. R. Berkley CorpDirector, Primary Casualty, Product ManagementScottsdale, AZRemoteIndependently research, design, and propose new or enhanced products, underwriting guidelines, policy language, pricing approaches, and market opportunities for the Primary Casualty line. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Director of Field Operations, Mission Critical Ryan Companies US IncDirector of Field Operations, Mission CriticalPhoenix, AZSome things you can expect to do: Lead Mission Critical Field Operations: Direct and manage all field activities for hyperscale and co-location data center projects, ensuring alignment with client expectations and project goals from inception to completion. Own Schedule Development and Management: Drive the creation of detailed project schedules during the proposal stage and maintain rigorous oversight throughout the project lifecycle, proactively identifying and mitigating risks to ensure on-time delivery.
Director of Government Relations Progress ResidentialDirector of Government RelationsScottsdale, AZReporting to the Vice President of Government Affairs, the Director will be responsible for executing government relations strategies, influencing key decision-makers, building durable relationships, and effectively communicating Progress' and/or the industry's positions before state and local governments, with limited federal engagement as needed. Job Summary: The Director of Government Relations will represent Progress Residential ("Progress") by advocating before state and local government officials on policies relevant to Progress Residential, its affiliates, Owners, and Property Managers in the Single-Family Rental ("SFR") industry.
Director, Primary Casualty, Product Management BerkleyDirector, Primary Casualty, Product ManagementScottsdale, ArizonaRemoteIndependently research, design, and propose new or enhanced products, underwriting guidelines, policy language, pricing approaches, and market opportunities for the Primary Casualty line. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Executive Director of Facilities and Security/Chief Building Officer Coconino Community CollegeExecutive Director of Facilities and Security/Chief Building OfficerFlagstaff, AZ$101,546–$126,933 / yearBachelors degree in Industrial Technology, Construction Management or related field and 6 years of progressively responsible, related experience including at least four years with supervisory and budget management responsibility, or Masters degree and 4 years directly related experience, or any equivalent combination of education and experience sufficient to successfully perform the essential duties of the job and/or as approved by the Human Resources Department. This position reports directly to the President/CEO for capital construction and bond-related initiatives and works in close coordination with the Vice President of Business and Administrative Services (CFO) on operational and day-to-day functions.
Manager, Risk Management, Catalog Integrity, Sales Abuse Prevention - Catalog Integrity Amazon.com IncManager, Risk Management, Catalog Integrity, Sales Abuse Prevention - Catalog IntegrityTempe, AZYou will define the risk strategy for your team, set measurable objectives, drive accountability, and develop your people while partnering cross-functionally with Engineering, Science, Product, Legal, and Brand Registry teams to deliver results that protect customers and sellers at scale. This is a role for a leader who combines strong people management instincts with intellectual curiosity about complex risk systems-including ML-based detection models, AI-driven tooling, and large-scale data analysis.
Risk Management Consultant (Elk Ridge) - Kingman - Compliance and Innovation El Rio Community Health CenterRisk Management Consultant (Elk Ridge) - Kingman - Compliance and InnovationKingman, AZThe primary goal of the El Rio Health Risk Management Consultant is to support El Rio's Mission of providing comprehensive, quality health care that is affordable and accessible to all who may have healthcare needs, by successfully performing the primary essential functions. JOB PURPOSE: The Risk Management Consultant, is an integral part of the Compliance team and will work with the El Rio Health staff that provide comprehensive healthcare services that effectively meet the needs of the surrounding community through compassionate and responsible care.
Risk Management Consultant - Manning - Compliance and Innovation El Rio Community Health CenterRisk Management Consultant - Manning - Compliance and InnovationTucson, AZ$30.50–$48.72 / hourThe primary goal of the El Rio Health Risk Management Consultant is to support El Rio's Mission of providing comprehensive, quality health care that is affordable and accessible to all who may have healthcare needs, by successfully performing the primary essential functions. JOB PURPOSE: The Risk Management Consultant, is an integral part of the Compliance team and will work with the El Rio Health staff that provide comprehensive healthcare services that effectively meet the needs of the surrounding community through compassionate and responsible care.
Risk Management Consultant (Elk Ridge) - Show Low - Compliance and Innovation El Rio Community Health CenterRisk Management Consultant (Elk Ridge) - Show Low - Compliance and InnovationAZThe primary goal of the El Rio Health Risk Management Consultant is to support El Rio's Mission of providing comprehensive, quality health care that is affordable and accessible to all who may have healthcare needs, by successfully performing the primary essential functions. JOB PURPOSE: The Risk Management Consultant, is an integral part of the Compliance team and will work with the El Rio Health staff that provide comprehensive healthcare services that effectively meet the needs of the surrounding community through compassionate and responsible care.
Quality/Risk Director Encompass Health CorpQuality/Risk DirectorAvondale, AZUse a variety of applications (including, but not limited to, PatCom, UDS, ORYX, and Press Ganey) to identify improvement opportunities, generate reports, research issues, identify resources, and access external databases. Join a team that values collaboration, support, and inclusivity, and embark on a rewarding career close to home and close to your heart, complete with access to cutting-edge equipment and technology and a comprehensive benefits package from day one.
Senior Manager, Operations Risk Management Mission LaneSenior Manager, Operations Risk ManagementPhoenix, AZ$115,000–$138,000 / yearIn your first year, the defining work is establishing what first line risk owns at Mission Lane, where that accountability ends and the second line's begins, and making sure the right people across the business understand and trust that framework. In partnership with our sponsor banks, we offer credit cards under the Mission Lane brand name, with better, clearer terms, and a more refined customer experience than the alternatives available to people working hard to improve their credit.
NewSenior Manager-Risk Management American Express CoSenior Manager-Risk ManagementPhoenix, AZProduct Manager reports to the Director of Product Management and leads transformation of risk systems, plays a central role in detailing the blueprint, and works in close partnership with stakeholders in Financial Crimes Risk Management (FCRM) American Express Technologies (AET) as well as external experts to arrive at the best design/solution and oversee its execution. Work closely with the Product Owner and Technology team to develop, test, and deliver the defined user stories for the platform capabilities and features and rapidly iterate new solutions through automation and demo/prototyping.
Staff Data Center Area Security Manager, Compliance, Safety, and Risk Management Google LLCStaff Data Center Area Security Manager, Compliance, Safety, and Risk ManagementPhoenix, AZYou will use your deep knowledge of data center security designs, operations, and local laws to develop and lead programs that align with regional or global strategy in order to gain site efficiency. You use your knowledge of security technology, data analysis, and data visualization to plan efforts of a team responsible for small to medium sized initiatives by delivering value-added perspectives and influencing project direction.
NewDirector, Risk Programs & Client Strategy Arthur J Gallagher &Director, Risk Programs & Client StrategyPhoenix, AZThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Reviewing governing documents (membership/participation agreements).Preparing and/or reviewing required regulatory submissions and participating in regulator meetings.
Director, Business Risk and Controls Transformation USAADirector, Business Risk and Controls TransformationPhoenix, AZ$127,310–$243,340 / yearMinimum 8 years' experience supporting risk and/or compliance related activities in a financial services operating environment or other relevant industry; OR 8 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 6 years' experience supporting risk and/or compliance related activities; OR PhD in a risk management or quantitative discipline, and 4 years' experience supporting risk and/or compliance related activities. Partner with key stakeholders in the business and oversees the identification, assessment and documentation of risks and controls, including risks associated with new or modified products, services, distribution channels, regulations and/or third-party operations.
Technology Risk Director- CyberSecurity Citizens Financial Group IncTechnology Risk Director- CyberSecurityAZ$190,000–$240,000 / yearThe role partners closely with Technology, Corporate Security, Legal, Compliance, Risk, Audit, and business leaders to ensure cybersecurity risk strategies are fully integrated with business objectives, regulatory expectations, and enterprise resilience goals. As a First Line of Defense Cybersecurity Risk Director within the Enterprise Technology Security (ETS) Risk organization, you will provide strategic leadership in protecting the organization against evolving cyber threats while enabling business innovation.
NewTechnology Risk Director- CyberSecurity CitizensTechnology Risk Director- CyberSecurityPhoenix, AZ$190,000–$240,000 / yearAs a First Line of Defense Cybersecurity Risk Director within the Enterprise Technology Security (ETS) Risk organization, you will provide strategic leadership in protecting the organization against evolving cyber threats while enabling business innovation. Familiarity with leading industry frameworks, including Cybersecurity Risk Institute, NIST Cybersecurity Framework, Cloud Security Alliance, NIST 800 53, and ISO 27001.
Executive Director of Development, The College of Liberal Arts and Sciences ASU FoundationExecutive Director of Development, The College of Liberal Arts and SciencesTempe, AZThe Executive Director will report to the ASUF Vice President of Unit Development, has a liaison reporting line to The College Senior Vice Provost and Senior Vice Provost and Dean, collaborates with the divisional deans, and serves as a member of The College's leadership team. The Executive Director will foster significant philanthropic investments in the college by providing strategic direction to the academic leadership of the unit, collaborating with development colleagues across the university to promote opportunities to interested prospects, and proactively managing a prospect portfolio.
NewPI/Risk Management Coordinator cmcphoenixPI/Risk Management CoordinatorPhoenix, AZ$40–$50 / hourJob Summary:The Quality Coordinator – Risk Manager supports the Director in leading, planning, and implementing the organization's quality improvement program to enhance patient care outcomes. The coordinator helps evaluate program effectiveness, supports the implementation of best practices, and ensures accurate documentation and reporting of risk-related activities.
NewSenior Risk Management Consultant MUTUAL INSURANCESenior Risk Management ConsultantPhoenix, AZSkip NavigationSenior Risk Management ConsultantRole Overview:The Senior Risk Management Consultant is a seasoned professional liability risk expert who delivers high-value consultation, education, and risk mitigation guidance to MICA's insureds — physicians, other healthcare professionals, and the organizations in which they practice. Research, Analytics & Thought LeadershipApplies rigorous research, analytical judgment, and industry awareness to identify emerging risks, anticipate policyholder needs, and develop practical strategies, resources, and educational initiatives that improve risk outcomes.
Risk Director Okland Construction Co., Inc.Risk DirectorPhoenix, AZFull timeWe’re a commercial general contractor and construction management company with more than 1,200 team members and a track record of delivering some of the most complex and high-profile projects in the country — from semiconductor and healthcare facilities to professional sports venues and high-end hospitality. YOUR DAY-TO-DAY Financial Risk Management Lead procurement and administration of corporate and project-specific insurance programs (GL, Builder’s Risk, Professional Liability, Umbrella/Excess, Cyber, and OCIP/CCIP).
Director of Preconstruction Wanzek Construction IncDirector of PreconstructionAZ$165,000–$195,000 / yearAdditionally, oversees resourcing and capability development for the preconstruction team; establishes operating rhythms, metrics, and dashboards to drive performance and continuous improvement; provides resources to perform execution planning on projects when/if Operational resources are unavailable and ensures a disciplined handoff from Estimating and to Operations at the appropriate times. Location: This position can be located at any of our office locations: Phoenix, AZ; Clinton, IN; Indianapolis, IN; or Fargo, ND Company Overview MasTec Renewables, comprised of Wanzek Construction, IEA Constructors, and White Construction, combines over 20 years of experience in renewable energy construction.
NewBusiness Risk Program Director JobtailorBusiness Risk Program DirectorPhoenix, AZResponsibilitiesResponsible for identifying, assessing, and mitigating risks that could impact on Pathward's strategic, operational, financial, or reputational standing. Provide expert guidance to leadership on risk strategy, regulatory compliance, and enterprise resilience.
Capture Management Director AECOMCapture Management DirectorPhoenix, AZReporting to the Capture Lead for the Buildings + Places Global Business line, the role focuses on developing and implementing winning strategies, fostering collaboration across global and regional business teams, and ensuring operational excellence throughout the pursuit lifecycle. Displays aspirational leadership behaviors - People/Team Developer - Encourages diverse, accountable, and inclusive teams leveraging AECOM's global footprint to enable individual growth and collective success through trust, autonomy, accountability, and alignment.
Lead Director, Healthcare Medicaid Risk Adjustment Analytics CVS Health CorpLead Director, Healthcare Medicaid Risk Adjustment AnalyticsAZ$100,000–$231,540 / yearThe Lead Director should also demonstrate leadership in innovation and adoption of modern technologies, data platforms, machine learning, process automation, AI, and data science for optimized insights, workflows, reporting, and process controls. This senior-level role will provide strategic and operational leadership for all Medicaid risk adjustment analytics, reporting, and informatics functions to ensure complete, accurate, and compliant revenue capture.
Executive Director of Development, The College of Liberal Arts and Sciences ASU Foundation for A New American UniversityExecutive Director of Development, The College of Liberal Arts and SciencesTempe, ArizonaThe Executive Director will report to the ASUF Vice President of Unit Development, has a liaison reporting line to The College Senior Vice Provost and Senior Vice Provost and Dean, collaborates with the divisional deans, and serves as a member of The College’s leadership team. The Executive Director will foster significant philanthropic investments in the college by providing strategic direction to the academic leadership of the unit, collaborating with development colleagues across the university to promote opportunities to interested prospects, and proactively managing a prospect portfolio.
Director of Preconstruction MasTec IncDirector of PreconstructionAZ$165,000–$195,000 / yearAdditionally, oversees resourcing and capability development for the preconstruction team; establishes operating rhythms, metrics, and dashboards to drive performance and continuous improvement; provides resources to perform execution planning on projects when/if Operational resources are unavailable and ensures a disciplined handoff from Estimating and to Operations at the appropriate times. Location: This position can be located at any of our office locations: Phoenix, AZ; Clinton, IN; Indianapolis, IN; or Fargo, ND Company Overview MasTec Renewables, comprised of Wanzek Construction, IEA Constructors, and White Construction, combines over 20 years of experience in renewable energy construction.
Advisory Director Client Relationship Executive - Cyber & Risk Grant Thornton LLPAdvisory Director Client Relationship Executive - Cyber & RiskAZ$190,000–$300,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Vice President of Overlay Portfolio Management LPL Financial Holdings IncVice President of Overlay Portfolio ManagementAZ$161,092–$268,418 / yearJob Overview: Lead the evolution, design, and enterprise execution of centrally managed advisory and overlay platforms (Overlay Trading, Tax Overlay, Direct Indexing, Managed Wealth), delivering scalable change, disciplined releases/conversions, and measurable improvements to advisor experience, risk posture, and quality. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.