• Create and execute client success and sales strategies, client onboarding processes for existing and new financial products• Develop and monitor the KPIs, Net Promoter Score (NPS) and other performance metrics to track and improve the client experience and client engagement.• Manage a sales team of 10 and leverage Salesforce CRM to drive customer success. Track client needs and implementing targeted up-selling strategies, • Develop and mantain client relationships post-onboarding, engage with key contacts, identifying and tracking any issues to resolution, and gathering feedback on client experiences;• Gather and collect market data, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company.• Identify and lead cross-functional projects with Product and Operation areas for product development implementing and using Agile product management.• Identify and achieve excellent customer service support to a high rate of client satisfaction and retention, taking proactive steps in maintaining a positive experience.

• Design and implement investment strategies using instruments to drive and grow clients’ portfolios (100 clients)• Conduct assessment with current and potential customers and provides on-going advice and counsel.• Recommend appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations• Analyze cash flows, liquidity profile, credit risk, tax treatment, capital treatment and accounting treatments for new asset classes and/or investments.• Own and drive strategies to successfully grow new cliental acquisition.• Advisory for employees in retirement plans when leaving enterprises in partnership (e.g. Coca-Cola, American Express, Unilever)• Develop key initiatives and proposals for up sell and retention of existing clients.• Manage and identify cross-sell opportunities to drive business decisions and grow profitability in portfolio. • Develop and maintain customer relationships with high investments possibilities and advisory needs

• Define, analyze, and manage technical and business requirements throughout the whole project cycle.• Accompany the customer throughout the entire software development process to propose improvements, define the scope and prioritize it, and provide technological solutions.• Implement financial strategies, such as income projections and college saving costs• Coordinate communication with team owners to effectively plan business stages and understand client’s needs.• Tracking milestones, deliverables, and change requests.• Trying testing environments to make sure it is compatible with customer needs.• Lead employee’s onboarding and training programs across the company.• Create and execute strategy behind OpenLink Findur implementation for the Afore´s investment process.