#United States #HR Leadership #Folsom #Allworth Financial #Jeffrey Green

Allworth Financial Announces Jeffrey Green as Chief People Officer

Allworth Financial recently announced that Jeffrey Green has joined the company as its Chief People Officer. As an award-winning registered investment advisor (RIA), Allworth is on a mission to reinforce its organizational culture and growth strategies, and Green's leadership will play a pivotal role in this journey.

In his new position, Green intends to focus on several key initiatives within Allworth Financial. He comes with over 15 years of experience in human resources, particularly in the financial services sector. His most recent role was Chief Human Resources Officer at Osaic, one of the largest independent wealth management firms in the U.S., where he managed HR operations for over 2,400 employees and supported a network of more than 14,000 financial advisors. This experience has equipped him with the skills needed to lead large-scale cultural transformations, streamline multiple acquisitions, and innovate people analytics and engagement initiatives.

CEO John Bunch of Allworth Financial welcomed Green, stating, "His arrival marks an essential step in our evolution as a firm. Growth is about more than just numbers; it's about enhancing our culture and providing unwavering support to our team. We are confident that Jeffrey's expertise in team dynamics and talent programs will keep our people connected and supported as we expand."

Green has a proven track record of delivering measurable results, including significant improvements in employee engagement and retention. He has consistently exceeded industry standards in diversity, particularly in elevating women to leadership roles. Furthermore, he established career advancement pathways that benefited internal applicants, filling more than 30% of new roles from within the organization.

Reflecting on his new role, Green stated, "I'm thrilled to join Allworth at this critical phase of its growth journey. The firm's forward-looking vision aligns seamlessly with a culture that prioritizes people. I will focus on enhancing the employee experience, facilitating seamless integrations for new acquisition partners, and developing the next generation of leaders within the firm. Success, to me, is about thoughtful growth while maintaining Allworth’s core values of care, authenticity, and results."

During his first year, Green plans to elevate the employee experience and refine talent acquisition and development programs, ensuring integration procedures for newly acquired firms set the benchmark within the industry.

Educationally, Green boasts a Bachelor of Science in Public Affairs from the University of Texas at Dallas and a Master of Science in Foresight and Future Studies from the University of Houston. His leadership abilities have earned him recognition as a nominee for the 2024 InvestmentNews Rising Star award. He has also chaired the Osaic Foundation, overseeing over $1 million in annual contributions to community impact programs.

Allworth Financial, founded in 1993 and headquartered in Folsom, California, is a well-regarded RIA with approximately $31 billion in assets under management. With over 40 offices nationwide, the firm provides comprehensive financial planning services including investment management, estate planning, and insurance. Backed by Lightyear Capital and the Ontario Teachers' Pension Plan Board, Allworth has successfully completed more than 40 acquisitions since 2018. Consistently ranked among the top 20 RIAs by Barron’s, Allworth remains committed to delivering personalized financial guidance to its clients.

Allworth Financial's growth trajectory is not just about scale; it is a testament to its dedication to fostering a workplace where advisors and employees collaborate in a values-based environment. As Jeffrey Green steps into his new role, he is poised to help Allworth navigate this path with a focus on culture, integration, and lasting partnerships.