Lead business development efforts by driving sales and marketing of equipment finance solutions, focusing on identifying profitable vendor relationships in a competitive market, with targets ranging from $5 to $20 million annually.

Accelerate progress at the forefront of business transformation by leading complex, cross-functional initiatives across IT and organizational projects, driving impactful change and delivering measurable benefits aligned with strategic goals.

Lead the charge in driving growth and community engagement while managing a team of financial services professionals. Enhance member relationships and implement strategic business development initiatives to exceed customer expectations.

Champion a team of virtual Financial Planners to drive mutual fund sales, deliver tailored financial plans, and ensure compliance in a fully remote model, while collaborating across stakeholders to enhance the advisor experience and exceed targets.

Lead a team of virtual financial planners to drive sales and deliver high-quality financial advice. Oversee regulatory compliance, optimize digital processes, and collaborate with internal stakeholders to enhance the client experience and achieve business goals.