This role serves as a central liaison between the AI Center of Excellence (COE), business stakeholders, technology teams, and enterprise governance functions including Legal, Compliance, Information Security, Risk, Privacy, and Procurement ensuring consistency in delivery of AI Tools and Education across all platforms. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.