Partner with training team for advisors currently in training programs to ensure alignment of training, partnership, and priorities and support ongoing internal training for advisors as needed: Efficiency/best practice workshops (in partnership with Marketing Technology/Data colleagues). Our clients are located around the globe , and we have offices in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, Nashville, New York, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., and West Palm Beach.