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.

Drive exceptional virtual financial planning by leading a high-performing team focused on sales growth, compliance, and client satisfaction. Engage with cross-functional partners to innovate and optimize the digital advice experience delivering quality outcomes.

Drive growth across Wealth by leading sales effectiveness programs that enhance advisor productivity, strengthen Member relationships, and support business goals through advanced analytics and strategic collaboration with internal teams and partners.

Unlock potential by leading transformative sales effectiveness strategies across the Wealth sector. Drive growth and advisor productivity, while collaborating cross-functionally to enhance Member relationships and business performance.