Lead the redesign and evolution of advisor and field leader recognition practices to improve simplicity, clarity, scalability, and consistency.
Identify legacy program structures, policies, and processes that create operational burden, risk, or poor customer experience, and design future‑state alternatives.
Partner with Sales leadership to align recognition models with evolving business strategy and advisor segmentation.
Act as the business lead for recognition readiness related to backend reporting and systems transformation.
Define future‑state business requirements, data definitions, and controls for recognition programs in partnership with Analytics, IT, Finance, and Risk.
Translate recognition logic (qualification rules, calculations, and eligibility) into system‑ready, testable requirements.
Ensure strong governance, reconciliations, and documentation are established to support system migration and reporting integrity.
Design future‑state governance models, process controls, and documentation standards to ensure audit readiness and regulatory compliance.
Lead change management efforts related to recognition modernization and systems enablement.
Build internal capability through documentation, standards, and knowledge transfer related to modernized recognition practices.

Direct involvement in business‑led systems, reporting, or data transformation initiatives.
Experience operating in environments with legacy processes, technical debt, or complex stakeholder dependencies.
Exceptional resilience, composure, and ownership in ambiguous and evolving environments.
Strong program design, analytical, and problem‑solving skills.
Ability to influence without direct authority across complex stakeholder groups.
Comfort navigating competing priorities, imperfect information, and evolving business needs.
Strong customer and leader orientation balanced with governance discipline.
6+ years in recognition, incentives, compensation, sales programs, or adjacent business operations.

Flexible Benefits from the day you join to meet the needs of you and your family.
Pension, stock and savings programs to help build and enhance your future financial security.

Recognition Modernization Manager

Key skills