Lead the operational framework for a global evergreen fund platform, ensuring high-quality management of complex fund structures while collaborating with cross-functional teams to enhance investor experiences and operational readiness.

Lead the charge in strengthening national accounts relationships across independent broker-dealers and digital investment platforms, driving AUM and advisor engagement while supporting strategic wealth management initiatives.

Lead the charge in developing and executing marketing strategies for the private wealth channel in the Americas, driving client acquisition and conversion through innovative integrated campaigns and strategic partnerships.

Lead the development and execution of product marketing strategies for private wealth solutions, translating complex investment concepts into compelling content that resonates with financial advisors and drives market growth.

Champion the future of SEC reporting by leading financial disclosures, ensuring accuracy and timely compliance. Collaborate with cross-functional teams to maintain a robust reporting framework and support the company’s strategic growth initiatives.