Support execution of platform status changes including financial adviser communications and operations instructions.
November 09, 2022
Lead development, implementation and rollout of smaller scale product initiatives and capabilities.
December 01, 2022
Drives the development of innovative new concepts.
March 01, 2023
Prepares quarterly business analysis package and special key client reporting.
March 10, 2023
Demonstrate an ability to apply advanced product and industry knowledge to identify business opportunities and risks.
March 18, 2023
Provide ongoing product training to internal and external clients to ensure clear understanding of product value proposition.
March 28, 2023
Create and execute plans to educate and launch products to RIAs.
March 28, 2023
Evaluate and manage the mutual fund roster against resource capacity, platform breadth and sales expectations.
April 06, 2023
Collaborate with members of operations and account management teams to identify product support requirements, design implementation strategies, and develop training.
April 30, 2023
Test processes and technology as applicable.
April 30, 2023
