Lead customer experience strategy in financial services, guiding initiatives that enhance advisor interactions, optimize satisfaction, and drive tangible results. Collaborate across teams to champion a client-first culture and improve overall engagement.

Transform the advisor experience by driving the adoption of fee-based financial planning. Collaborate across teams to provide specialized guidance and resources, empowering advisors to deliver comprehensive advice that aligns with client needs.

Unlock HRIS potential through dedicated Tier II support, enhancing data integrity and processes while collaborating with HR teams to continuously improve the Workday platform and drive operational excellence.

Lead compliance efforts for investment advisers, ensuring adherence to regulations while enhancing policies, training, and strategic projects. Collaborate with cross-functional teams to modernize compliance practices and support growth in the financial services sector.

Champion the security and stability of key cybersecurity platforms, ensuring optimal performance and continuous improvement. Collaborate with a skilled team to build scalable solutions that safeguard the organization’s cloud and hybrid infrastructure.