Work as a team member in building and serving as the in-house news bureau - continuously create highly-effective strategies, pitches and storylines to insert folio into the news cycle with high frequency across media channels
The chief project / program management officer is responsible for the oversight and management of simultaneous projects under development according to the released product life cycle/phase review process from program approval through production
Day to day management and coordination, in consultation with the ceo, of the sales, marketing, brokerage and advisor operations, client services, it/development, finance, project management, compliance and legal departments, conference services, and other functions comprising the firm and its subsidiaries
Understand and effectively communicate folio institutional's value proposition to prospects and centers of influence. Partner with inside sales, relationship management and implementation teams on lead generation activities and on-boarding of new relationships
Design and implement a strategic business plan that expands the company's customer base and ensures it's strong presence by region. Actively advocate for product enhancements and additions based upon prospect and client requirements
Create a business plan, leveraging all the resources available, to make for truly sustainable SRI community, technology, application and conference-related offerings that seek to achieve the mission of benefiting the world.
Act as a part of the team responsible for business analysis, product design, project management, training, and communication of new financial services products and enhancements to integrated brokerage and technology platform.
Manage project plans from initial concept through final implementation and ensure adherence to quality standards ensuring methodologies, delivery processes, and implementation management processes are followed.