Champion marketing compliance by evaluating materials for financial advisory firms, providing guidance for approval, and collaborating with stakeholders to enhance communication while ensuring adherence to regulations.

Evaluate and approve marketing materials for financial advisors, ensuring compliance and effective communication. Collaborate on initiatives, guide stakeholders, and research regulatory inquiries while contributing to policy updates and training efforts.

Unlock potential by leading workforce planning and forecasting in a dynamic contact center. Drive operational performance and advisor experience through innovative staffing strategies and capacity models that align with business objectives.

Transform contact center operations by leading workforce forecasting and capacity planning. Drive data-driven staffing solutions that enhance service delivery and advisor experience in a multi-channel environment.

Drive impactful workforce forecasting and capacity planning for a dynamic contact center. Lead demand forecasts and staffing models while collaborating with key stakeholders to optimize performance and enhance advisor experience.