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.
February 10, 2023
Represents Wealth Planning on firm initiatives with other stakeholders and related subject matter experts from various departments.
February 17, 2023
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.
March 04, 2023
Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
March 18, 2023
Implements strategies, tactical plans and key metrics and tracking across organizational lines.
April 04, 2023
Demonstrate ability to simplify and communicate complex financial concepts.
April 12, 2023
Developing sales management strategies and communication campaigns for internal products, technology tools and services.
April 14, 2023
Performs other duties and responsibilities as assigned.
April 16, 2023
Develops marketing campaigns and communications plans to drive increased adoption of IAD platform.
May 16, 2023
Communicate effectively, both orally and in writing, with all organizational levels.
May 16, 2023
