Lead the charge in developing and executing innovative marketing strategies. Collaborate with cross-functional teams, engage partners, and optimize campaigns to enhance brand awareness and drive business growth in retirement and insurance sectors.

Drive innovative marketing strategies for the retirement and insurance sectors, collaborating with stakeholders to enhance campaign effectiveness and partner engagement while managing key initiatives and optimizing project outcomes.

Empower client success by supporting sales and service efforts within a dynamic global equity team. Foster internal-external relationships, analyze market opportunities, and contribute to strategy across U.S. and Canadian channels.

Drive meaningful client engagement by supporting sales and service activities across U.S. and Canadian markets while leveraging expertise in global equity strategies and fostering strong relationships within the firm and with clients.

Transform client engagement by streamlining transaction processes, onboarding new accounts, and enhancing user experience on the Canvas platform. Collaborate with teams to solve complex issues and ensure exceptional service for clients.