Partner with Financial Professionals to provide education, guidance, and support on investment solutions.
Manage strategic asset manager relationships, coordinating business development, sponsorships, educational events, and webinars.
Support Financial Professional onboarding and transitions by analyzing incoming books of business, identifying conversion opportunities, and facilitating access to approved solutions.
Lead cross-functional projects from concept to completion: building plans and timelines, coordinating stakeholders, and driving results.
Plan and execute partner events, conferences, and sponsorships, including agendas, budgets, vendors, logistics, speakers, and attendee communications.
