- Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations.
- Implement practice management offering based on selected strategy and engagement.
- Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration.
- Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions.
- Design multi-phase rollout strategies and define success metrics for large organizations.
- Act as the voice of the enterprise client to the internal Product team.
- Collaborate with enterprise leadership to design scalable programs and 'Best Practice' playbooks.
- Deliver in-person and virtual sessions tailored to firm advisors and producers.
Stakeholder managementCRM