Engage a dynamic team of licensed advisors, driving performance, team culture, and client relationships across a national platform to achieve sales and productivity goals in a hybrid work environment.

Lead the charge in driving team performance and revenue growth through strategic coaching and development of a national team while ensuring exceptional client experiences across all service channels.

Unlock potential by designing and implementing Salesforce solutions, ensuring alignment with best practices while collaborating with cross-functional teams to deliver exceptional service and drive continuous improvement.

Elevate emerging market debt portfolio performance through strategic management, detailed analysis, and cross-team collaboration, ensuring alignment with broader asset allocation while maintaining strong industry relationships and rigorous credit research.

Lead the charge in transforming advisor marketing strategies and solutions, enabling advisors to deepen client relationships and achieve sustainable growth. Oversee in-house teams and develop impactful, scalable resources tailored to advisor needs.