Senior Business Program Manager, Client Acquisition
• Developed, led, and executed creation of new sales channel, driving revenue and growth byestablishing revenue sharing agreements with banks and credit unions to help clients reach financial goals through on-site, advisor-led financial planning and investment solutions. • Coached advisors to drive revenue and growth by establishing revenue sharingpartnerships with professionals, such as CPAs, attorneys, and insurance agents. • Collaborated with strategic partners, including General Counsel Organization, advisors, field leaders,recruiters, registered principles, and financial consultants on related alliance opportunities, advisor and institution engagement and transition, generating growth and revenue.• Created and delivered professional presentations to advisors, ELT, boards, and field leaders, showcasing benefits of establishing revenue sharing partnerships.• Delivered one-on-one and group training via face-to-face, phone, and web to advisors, staff, institutionELT and institution employees, presenting business plans, including marketing, referral training, compensation tracking, and reporting. • Devised and implemented co-branded stationery and marketing materials, introducing and promoting partnership.• Led institution ELT program reviews, and guided institutions with regulatory and board audits, creating rationale as subject matter expert.• Supervised one direct report, overseeing performance, providing feedback, coaching, and recommending development options.
