This role supports the Valuations team by collecting and reviewing client data, integrating information into proprietary models, and producing accurate valuation reports. The ideal candidate is analytical, detail-oriented, and organized, with strong communication skills to guide clients through data reviews and explain key value drivers, while ensuring deliverables are clear, accurate, and timely.

This role supports the Director of Business Intelligence in driving strategic transformation through technology and process improvement. As IT Business Transformation Analyst, you collaborate across teams to manage IT initiatives, define requirements, and ensure quality solutions. In this role, you translate business needs into actionable insights and systems that enhance efficiency, alignment, and measurable impact.

As a Senior Legal Consultant, you’ll advise financial advisory business owners on complex legal and strategic issues involving structure, ownership, and transactions. You’ll blend legal expertise with business insight to deliver practical solutions, manage client relationships, and collaborate across teams to achieve clear, compliant, and value-driven results.