GROWTH
This group is responsible for driving firm growth through sales & relationship-building efforts.
What is Business Development?
The newest administrative function to the firm, this team drives better client relationships.
What is Client Success?
This group is responsible for vetting and introducing technology solutions.
What is IT?
This group is responsible for driving the firm's values through targeted initiatives and day-to-day experiences.
What is People Operations?
This group is responsible for firm events including the Annual Update, Cyber Security Forum, Going Global and more.
What is Marketing?
This group is responsible for supporting client-facing professionals through financial statement and tax prep.
What is Administrative Support?
This is the answer to the question “Should I click on that suspicious link?
What is "No"?
Two times a month, this team initiates a process that ensures team members are compensated for their contributions, supporting team member satisfaction and retention.
What is Finace?
This team supports team member growth through technical development.
What is People Operations?
This group is responsible for managing the firm’s financial resources to ensure we’re able to continue serving our clients.
What is Finance?
This generative AI tool is proprietary to RKL.
What is the RKL ChatBot?
This comprehensive mental health and well-being solution offers a wide range of resources to team members.
What is Headspace?
In 2025, the firm saw a 700% increase in followers on this social platform.
What is LinkedIn?
This group is responsible for maintaining welcoming and functional physical spaces for in-person client meetings and collaboration.
What is BAM?
This platform helps protect the firm from cyber threats.
What is Mimecast?
This platform serves as an emergency broadcast system to keep team members informed during an emergency.
What is AlertMedia?