We anchor everything we do in generosity, greatness, growth, gratitude, grace, and grit. We’re not just about retaining team members with our competitive salary and liberal benefits package, including fully paid medical and dental insurance and a paid sabbatical. We also pride ourselves on retaining team members who are passionate about the work they're doing: We have a retention rate of 96 percent. For diversity in the financial services industry, we are leading the way through our task forces, mandatory diversity training, diversity partnerships, and more.