Develop and manage advisor growth strategies, enhancing recruitment, coaching, and retention efforts. Collaborate with leadership to drive firm growth and strengthen advisor engagement through strategic partnerships and business consulting.
Lead the charge in advisor growth and retention by coaching and developing financial advisors. Collaborate with leadership to drive strategic initiatives and enhance advisor engagement, ensuring successful transitions and long-term productivity.
Support senior sales professionals in building client relationships and raising capital. Engage with clients and investment teams, conduct research, and manage CRM data to drive business growth and enhance PGIM's investment platform visibility.
Transform investment operations by managing critical activities across asset finance and mortgage strategies. Collaborate with diverse teams to ensure timely execution of transactions and enhance operational efficiency throughout the investment lifecycle.
Empower compliance excellence by leading trade-surveillance investigations and providing strategic guidance to investment teams. Collaborate across departments to enhance surveillance practices and ensure adherence to regulatory standards.