Veteran HR executive will lead initiatives in culture, talent, and integration to support Allworth’s nationwide growth
FOLSOM, Calif., Sept. 15, 2025 /PRNewswire/ — Allworth Financial, an award-winning, full-service national RIA, today announced the appointment of Jeffrey Green as Chief People Officer. In this senior leadership role, Green will bring his deep expertise in culture, talent development, and organizational design to further enhance Allworth’s strong people strategy and advisor experience. His leadership will help ensure that as Allworth grows its national presence, the firm continues to deliver an environment where employees thrive, advisors feel supported, and new partners seamlessly join a unified, values-driven culture.
Green brings more than 15 years of human resources leadership experience in financial services, most recently serving as Chief Human Resources Officer at Osaic, one of the nation’s largest independent wealth management firms. At Osaic, he oversaw HR for more than 2,400 employees and supported a network of more than14,000 financial advisors. He led large-scale cultural transformations, integrated multiple acquisitions, and launched people analytics and engagement initiatives that directly improved employee retention and business outcomes.
“Jeffrey’s arrival marks an important step in Allworth’s evolution,” said John Bunch, CEO of Allworth Financial. “We’re at a stage where growth is about more than numbers; it’s about deepening our culture, supporting our people, and preparing for the future. Jeffrey’s experience bringing teams together and building strong talent programs will ensure that as Allworth expands, our people remain connected and supported. His leadership will be key in shaping the generational firm we’re building, one that advisors want to join, employees are proud to grow with, and clients can rely on for decades to come.”
Throughout his career, Green has delivered measurable results, including double-digit gains in employee engagement, sustained top-quartile retention, and exceeding industry benchmarks for women in leadership representation. He has also built robust career pathways, with more than 30% of roles filled by internal applicants, and improved workforce efficiency by over 20% while enhancing service delivery.
“I’m energized to join Allworth at such a pivotal moment in its growth trajectory,” said Jeffrey Green. “The firm’s vision for expanding its reach and deepening client relationships is matched by a culture that puts people first. My focus will be on strengthening the employee journey, ensuring new acquisition partners integrate smoothly, creating development pathways for the next generation of leaders, and deepening engagement across the organization. Success will mean growing thoughtfully while keeping Allworth’s values of results, care, and authenticity at the center.”
In his first year, Green will prioritize elevating the employee experience, advancing talent acquisition and development programs, and ensuring best-in-class integration for newly acquired partner firms.
Green holds a Bachelor of Science in Public Affairs from the University of Texas at Dallas and a Master of Science in Foresight & Future Studies from the University of Houston. He has been recognized as a 2024 InvestmentNews Rising Star nominee and previously served as Chairman of the Osaic Foundation, overseeing more than $1 million in annual community impact.
About Allworth Financial
Founded in 1993 and headquartered in Folsom, California, Allworth Financial is a national, full-service registered investment advisory firm with approximately $31 billion in assets under management and administration. Serving clients in all 50 states through more than 40 offices nationwide, Allworth delivers integrated financial planning services, including investment management, tax planning and preparation, estate planning, insurance, and 401(k) management. Backed by Lightyear Capital and the Ontario Teachers’ Pension Plan Board, the firm has completed more than 40 acquisitions since 2018. Consistently recognized as a top 20 RIA by Barron’s, Allworth is committed to providing scalable, personalized financial guidance that helps clients plan wisely and enjoy life. For more information, visit: AllworthFinancial.com
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SOURCE Allworth Financial
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