Janelle Manalili Email and Phone Number
Janelle Manalili work email
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Janelle Manalili personal email
The support you need, packed into a dynamic individual. Operations taught me to think holistically about the practice and how to streamline processes. Marketing fostered my creative thinking and communication to effectively reach new and existing clients. Servicing strengthened my ability to solve problems and build lasting relationships. I am the glue that holds the business together. I graduated from the University of California, Los Angeles in 2017 with my Bachelor of Arts degree in Psychology. I focused on child development and Deaf culture while pursuing bodybuilding during my senior year. I graduated with magna cum laude and pursued a career in education—where I worked with children on the autism spectrum and had a class of second and third graders. Although I wrestled with the thought of leaving the children, I knew the opportunities in Las Vegas would facilitate my growth as a business woman and in my personal life. I am a dynamic individual and have proven to be successful in anything that I pursue. My drive, ethics and passion for people enables me to be a standout performer. Since moving to Las Vegas in late July of 2018, I have worked for Life Time Athletic in Summerlin as their only female Account Manager. There I was able to inspire, educate and guide others to live a healthy way of life while building my book of business. Shortly after solidifying my role with the company, I decided to pursue a career in the finance industry. I gained valuable experience at a boutique wealth management firm and RIA as their Financial Planner’s Assistant, Client Service Associate and Marketing Director. My experience in the industry has allowed me to successfully transition to Nifty Advisor Support as their Servicing Team Lead. Outside of work, I assist with the development of event strategies to promote a local physical therapy business that specializes in MMA athletes. I also volunteer at animal shelters and find ways to help dogs in need whether in my community, online or abroad.Other passions I have been developing over the last few years are bouldering and mixed martial arts — specifically Muay Thai and Brazilian Jiu Jitsu. I have trained at Venum Training Camp, Wand Fight Team and Bang Tao Muay Thai.
Nifty Advisor Support
View- Website:
- niftyadvisorsupport.com
- Employees:
- 21
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Operations ManagerNifty Advisor SupportLas Vegas, Nv, Us -
Servicing Team LeadNifty Advisor Support Dec 2023 - PresentLas Vegas, Nevada, United States• Oversees department and assists with overflow and absences, as needed• Research, share, and stay afloat of industry trends, best practices, and fintech changes/updates• Celebrate and advocate for each department team member to ensure each individual is heard• Develop resources and training materials for the department• Lead bi-weekly department meetings• Conduct quarterly kickoff sessions with team members• Lead and manage servicing kickoff meetings with advisors• Troubleshoot issues and create action plans around possible fintech, custodian, or vendor changes -
Advisor AdvocateNifty Advisor Support Dec 2022 - PresentLas Vegas, Nevada, United States• Support multiple RIAs on the servicing team across the country• Project Manager for RIAs regarding marketing best practices • Workflow, paperwork, technology, and custodial support• Research and implement new technology to integrate into daily practice • Communicating directly with advisors and their clients through Zoom, Slack, email, and phone• Building and auditing workflows, resolving technical issues, drafting emails, conducting research, administrative support, etc.• Generating quarterly consolidated billing reports • Generating net worth snapshot reports that target client’s goals since inception• Generating client invoices via AdvicePay• Technology stack experience includes: Wealthbox, Redtail, Salesforce, Charles Schwab, TD Ameritrade, Fidelity, Altruist, Betterment, eMoney, BlackDiamond, Knudge, Hubly, Box, LiveDrive, ShareFile, Google Drive, Tamarac (Advisor View), Right Capital, Precise FP, AdvicePay, Trello, MobileAssistant, Calendy, Appointlet, DataPoints, eClincher, Canva, Snappy Kraken, Sora Finance, Podsqueeze, TaxDome, and OnePage -
Director Of Marketing And OperationsEducated Athletics Dec 2021 - PresentLas Vegas, Nevada, United States• Boosting brand awareness and generating leads while managing internal and external marketing campaigns and programs• Assisting with development of event strategies and tactical plans to promote accomplishment of marketing goals• Creating company brand messaging, collateral materials, events, and promotional strategies• Utilizing market trends and target audience statistics to effectively and appropriately market services• Illustrating page design concepts by blending arrangement, style and aesthetic elements to meet predetermined preferences -
Client Success SpecialistAssetbook Nov 2022 - Dec 2022Las Vegas, Nevada, United States• Understand my clients' needs and respond effectively to meet their demands via Salesforce and Zoom• Continually update marketing lists via Hubspot for all active clients and prospects• Creating "How To" training videos for clients and internal use based on software updates -
Business Relationship SpecialistAssetbook Aug 2022 - Nov 2022Las Vegas, Nevada, United States• Research and identify new business opportunities• Set goals and develop plans for business growth• Research, plan and implement new strategies in the target market• Develop and maintain strong client relationships• Understand my clients' needs and respond effectively to meet their demands -
Client Service Associate And Marketing CoordinatorWhalen Financial Oct 2020 - Jul 2022Las Vegas, Nevada, United States• Direct point of contact for 50+ clients• Reporting directly to CEO for client relations• Processing account paperwork with Charles Schwab• Educating clients on account services and resolving client inquiries regarding statement information and account balances• Creating workflows, processes and templates to streamline business operations via Wealthbox• Coordinating client social and virtual events on a semi-annual basis• Directing the creation of marketing campaigns with Snappy Kracken and Hootesuite• Coordinating and creating workflows, processes and templates for in-person seminars to generate new business• Coordinating, editing and distributing two podcast on a weekly and monthly basis via YouTube and Buzzsprout• Updating firm website and archiving files for compliance purposes• Successfully transitioning firm from broker dealer (LPL Financial) to an RIA
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Marketing Director And Financial Planner'S AssistantH&H Tax And Business Advisors, Llc Nov 2018 - Oct 2020Las Vegas, Nevada, United States• Direct point of contact for 50+ clients• Reporting directly to CEO for client relations• Liaison between financial planners and clients• Processing account paperwork with TD Ameritrade and Charles Schwab• Financial planning in eMoney and Riskalyze• Obtaining insurance and annuity bids from Advisor's Excel, CRUMP, and DPL• Keeping staff on task with what needs to be completed for each client and prospect• Directing the creation of marketing campaigns to successfully onboard high net worth clients• Interviewing clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan• Answering clients' questions about purposes and details of financial plans and strategies• Coordinating and creating workflows, processes and templates for in-person seminars to generate new business via Zoho One
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Account ManagerLife Time Inc. Aug 2018 - Nov 2018Las Vegas, Nevada, United States• Inspire, guide, and help others live a healthy way of life by encouraging their involvement through their best-in-class people, places and programs• Promote a consultative, interactive in person sales process• Club marketing, telephone screening and premiere customer service.• Efficient in using Microsoft Dynamics software• Addressing problems with accounting, billing and service delivery to maintain and enhance client satisfaction• Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms
Janelle Manalili Skills
Janelle Manalili Education Details
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3.857 Gpa
Frequently Asked Questions about Janelle Manalili
What company does Janelle Manalili work for?
Janelle Manalili works for Nifty Advisor Support
What is Janelle Manalili's role at the current company?
Janelle Manalili's current role is Operations Manager.
What is Janelle Manalili's email address?
Janelle Manalili's email address is ja****@****ial.com
What schools did Janelle Manalili attend?
Janelle Manalili attended University Of California, Los Angeles.
What skills is Janelle Manalili known for?
Janelle Manalili has skills like Customer Retention, Emotional Intelligence, Teamwork, Research, Communication, Team Leadership, Easily Adaptable, Working With Children, Customer Relationship Management, Customer Service, Financial Services, Organization Skills.
Who are Janelle Manalili's colleagues?
Janelle Manalili's colleagues are Amanda Yeager, Benjamin Pieroni, Karl Burrell, Kushal Garg, Kaylie Baird, Lauryn Dixon, Lesley Sun, Cfp®.
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