Leader of a specialized central/ southeast region retirement consulting team focused on the execution of strategic initiatives toward achieving organization and client revenue goalsDirectly assist Financial Advisors in building and maintaining scalable business models through use of technology, product and brand/ marketing strategies Provide accurate and actionable guidance in all areas of the retirement plan marketplaceAct as intermediary between LPL Retirement Partners division and Strategic Development teams to respond to Advisor requests/ feedback for new product options, selling agreements, technology features, etc. Facilitate Executive level Advisor strategy groups to promote strategic partnerships, best business practices, and scalable LPL resources designed for business/ revenue growth

Subject matter expert of ERISA and Non-ERISA qualified retirement plans to include 401k, 403b, Defined Benefit, Money Purchase Plans, ESOP's, Nonqualified Deferred Compensation plans, Governmental 457 plans, Conduct product and solution consulting toward the adoption of division programs and initiativesParticipated in the development of retirement consulting programs with leadership and impacted partnersEngaged in proactive sales campaigns, Advisor sales meetings, virtual strategy groups, facilitated connections with appropriate business units for LPL resource adoptionCollaborated with Business Development and Transitions teams in successfully recruiting and onboarding new Advisors to LPLParticipated in the development of strategy and execution of Advisor training and education

Oversee daily work tasks and delegated as appropriate to support staffCreated and fostered a team environment built around positive reinforcement, knowledge transfer, training sessions, and career development.Investigated Advisor escalations to resolve complex operational challenges in a timely manner Initiated tracking processes to support project management goals and identify opportunities for efficiencies or additional tasks and workload where applicableProvide training tools and resources to lead staff in appropriate customer interactions and identify areas for improvementTrack and develop cross-training efforts with business partnersAnalyze and improve current workflows to ensure the best possible service experience

Responsible for fostering on-going business relationships with new and existing Clients. Presented weekly Client issue/ satisfaction reports to Sr. & mid-level management, along with quarterly account performance reviews with Sr. Staff. Involved with creating action plans to drive increased Client revenue opportunitiesKey point of contact to foster a streamlined communication path for Clients, Responsible for managing and resolving company internal & client/ account issues Relationship management of Client Accounts with assets totaling 200+ million annually

Responsible for the development and overall management of project budgets in collaboration with Senior management and HQ staff.Responsible for managing/ leading a staff of 50+ including Sr. Staff, quality assurance, Account management and internal/ external sales teamsResponsible for identifying and managing risks, issues and dependenciesResponsible for incentive programs for internal/ external staff toward driving increased salesResponsible for developing and managing interdisciplinary teams toward increased revenue/ profit strategies.Facilitated ongoing sales training, business strategy development and streamlined business processesProvide sales analysis and staff development reports for company PresidentPerformed operations capacity analysis to determine workflow and manage business resources Heavily involved with the recruitment, training and development of mid & Sr. Level Staff.