Drive innovative product marketing strategies for ETFs, ensuring alignment with business goals. Collaborate cross-functionally to enhance messaging, positioning, and client engagement across multiple channels and market segments.

Deliver leadership across Advisory Services, overseeing multiple teams of Financial Advisors. Ensure compliance, client satisfaction, and team performance while fostering talent development and sound judgment in financial recommendations.

Manage and inspire multiple teams of financial advisors to enhance client satisfaction. Lead strategy implementation, ensure compliance, and develop talent while overseeing resources, driving performance, and fostering a culture of accountability in advisory services.

Lead the charge in regulatory compliance by managing registration, licensing, and compliance tasks. Ensure accurate documentation and proactive monitoring while collaborating with multiple stakeholders to resolve issues and optimize processes.

Accelerate your career by delivering impactful HR solutions that align with business needs. Collaborate with teams to manage HR initiatives, enhance processes, and create a positive associate experience across the organization.