Transform the advisor product experience by owning the full product lifecycle, collaborating cross-functionally, and driving scalable solutions to improve onboarding and office readiness for W2 and Affiliate advisors.

Lead the charge in enhancing the advisor experience by overseeing the entire product lifecycle, collaborating with cross-functional teams to deliver impactful solutions that drive onboarding and operational readiness for W2 and Affiliate advisors.

Lead the end-to-end product lifecycle for advisor solutions, driving scalable and user-centric enhancements that prioritize onboarding and enablement, ensuring optimal advisor experiences and collaboration across cross-functional teams.

Take ownership of the complete product lifecycle for W2 and Affiliate advisors. Collaborate across teams to enhance onboarding, office readiness, and advisor experience while driving sustainable, scalable solutions aligned with business goals.

Create and manage a comprehensive product experience for W2 and Affiliate advisors, overseeing the product lifecycle from intake to optimization while collaborating closely with cross-functional teams to enhance advisor satisfaction and operational efficiency.