Snowden Lane Partners is an independent wealth advisory firm. We embrace open-source solutions and deliver client-focused advice.

Responsibilities Included: Draft and present annual business plans, financial projections, and operational objectives to grow the wealth management business; manage a team supporting corporate and wealth advisory clients; serve as a relationship manager to strategic corporate and wealth advisory clients; integrate 3rd party vendors such as custodians and CRM into firm-wide corporate processes and customize each vendor’s offering to better fit the firm’s business model; competitively recruit… Show more Responsibilities Included: Draft and present annual business plans, financial projections, and operational objectives to grow the wealth management business; manage a team supporting corporate and wealth advisory clients; serve as a relationship manager to strategic corporate and wealth advisory clients; integrate 3rd party vendors such as custodians and CRM into firm-wide corporate processes and customize each vendor’s offering to better fit the firm’s business model; competitively recruit financial advisors; manage the transition and integration of financial advisors once they join the firm, lead weekly business development and client service calls, and develop and market the firm’s wealth and corporate advisory business. Show less

Responsibilities included researching various statistics and opportunities for client development, drafting letters and memos to clients from the firm, drafting business opportunity reports for the firm and potential clients, and preparing and presenting presentations to senators and staffers