- Supported the development of the Advisor/Client Experience across Ameriprise's advisory platform.- Represented Advisory Products as a subject matter expert on cross-organizational projects, supported marketing and sales to develop/provide input on content and messaging for materials, presentations, and other vehicles to sell/promote products.- Partnered with colleagues across the firm such as Technology, Service and Operations, Compliance, Legal, Marketing, and Training as well as external vendors to enhance the Advisory offerings and advisor/client experience.- Successfully managed relationships within the organization and with third-party partners.- Identified and worked across the organization/vendors/partner firms to resolve advisor/client issues.- Led successful transitions of product development to successful product management processes and procedures.- Identified and recommended changes to policies, procedures, and reporting.

•Played a key role is promoting, developing, and managing the Firm's advisory product suite.•Worked with FAs and teams to understand policies and procedures relevant to the Firm's advisory programs to expand their business and increase efficiencies. •Worked with other product groups and business partners to implement key initiatives. •Played a key role in the Firm's recruiting and onboarding process for new FAs and teams.

Associate II on the Products and Services (PAS) Support team, within the Field Service Group.•Worked directly with financial advisors and their teams to provide sales support for the firm’s products and services, including advisory programs, retirements, planning, mutual funds, etc.•Worked across all product and consulting areas to stay current with product and technology updates, policy changes, and campaigns. Collaborated with product teams, business support, operations and IT to provide the service and support needed by the field.•Supported RBC’s array of financial planning tools (such as; RBC WealthPlan and RFS), reporting and research tools (such as; PortfolioView, Morningstar, and Dashboard), and other applications within the firm.•Provided support within the AdvisoryLink (Envestnet) tool and provided assistance with annuity purchases, exchanges and add ons in the AnnuityLink tool.

Oversaw the administration and billing of both RBC Private Client Group and RBC Clearing & Custody accounts enrolled on the firm’s discretionary, SMA, and UMA platforms. Helped deploy large scale platform conversions, migrations, and associated policy changes on 330,000+ accounts.