Elevate client engagement through deep relationships and proactive investment insights, enhancing platform relevance and driving awareness of investment solutions for home office research teams in wealth management.

Lead a dynamic team in developing innovative ETF products and strategies. Collaborate with stakeholders to align new initiatives with market opportunities, ensuring client-centric solutions and compliance within a complex regulatory environment.

Drive innovation and strategy for ETF product development, collaborating with investment and distribution teams to identify opportunities, manage product roadmaps, and ensure compliance, all while meeting evolving client needs.

Pioneer growth by developing strategic marketing and support for private market products. Engage with clients and teams to deliver tailored solutions, leveraging market insights and strong financial expertise to enhance portfolio offerings.

Lead the charge in developing marketing strategies for private market products, providing client support, and analyzing market trends to enhance client communications and portfolio positioning while ensuring regulatory compliance.