Optimize Search Processes: Develop, document, and enhance search processes across the organization to drive efficiency and compliance.Lead Compliance Efforts: Ensure strict adherence to internal search operations policies and procedures.Collaborate Cross-Functionally: Work closely with various departments to align search practices with overall business objectives.Evaluate Tools: Assess and select appropriate tools and resources to enhance search capabilities.Oversee Performance: Manage operations employees, ensuring they meet performance expectations and follow established processes.

JM Search is the leading retained executive search firm for private equity, and other growth oriented private and public organizations. With over 40 years of experience, our partners are immersed in your search every step of the way, supported by a passionate, cohesive team of recruiting experts. With deep sector and functional-specific expertise, our partners have built expansive professional networks from decades of firsthand experience to ensure the best possible outcomes for our clients and their businesses.• Leads a team of analysts to drive outcomes and value for partner-led executive recruiting • Manages and optimizes data intelligence• Coaches employees on professional development and recruiting skills• Utilizes Lean management principles to encourage a culture of continuous improvement• Expanding roles, responsibilities, and scale of research function in high-growth firm

• Motivates a team of financial advisors to drive sales and business results• Leads hiring initiatives to facilitate growth of a high revenue business• Cultivates a pipeline of talented internal and external talent • Leverages Value Stream Management to rapidly improve processes for clients• Coaches employees in Lean Management principles

• Coached, developed, and motivated employees • Drove business results to provide a world-class client experience • Modernized and led the transition to a new document management system• Led cross-site relationships to reduce waste and improve efficiencies

• Served as primary point of contact for approximately 2,000 high net worth clients• Resolved complex issues and coordinated with business partners to drive an exceptional client journey• Identified needs and positioned appropriate services for clients including advice and asset consolidation through needs analysis and a service-to-sales mindset• Trained new employees through real-time coaching during client interactions

• Worked to ignite growth for Vanguard clients by uncovering needs and deepening trust• Provided research and investment guidance to existing clients • Acquired in-depth knowledge of financial products and investment methodology• Supported peers and business by being selected as a brand ambassador and career development coordinator

Worked directly with the start-up of a company aimed at tourists visiting Gettysburg, PA. Assisted with brand management and development, internet sales, wholesale inventories, customer relations, and document editing.

Prepared powerpoint presentations, assisted in brand marketing research, compiled information for clients, and completed any additional work that clients requested.