Develops marketing campaigns and communications plans to drive increased adoption of IAD platform.
March 23, 2020
Demonstrate ability to simplify and communicate complex financial concepts.
April 27, 2020
Represents Wealth Planning on firm initiatives with other stakeholders and related subject matter experts from various departments.
May 19, 2020
Developing sales management strategies and communication campaigns for internal products, technology tools and services.
May 27, 2020
Performs other duties and responsibilities as assigned.
June 29, 2020
Implements strategies, tactical plans and key metrics and tracking across organizational lines.
July 29, 2020
Leads and/or participates in strategy development, analysis of adoption drivers, tool set integration, service coordination, and product management for various components of the IAD platform.
August 09, 2020
Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events.
September 17, 2020
Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
September 22, 2020
Communicate effectively, both orally and in writing, with all organizational levels.
October 16, 2020