In addition to management responsibilities, created a new area of responsibility: Advisor Experience, focused on improving communication with and education of the financial advisors, who are the consumers of our products and content, improving advisor profiles, targeting promotional communications, attending conferences, hosting branch visits, leading the strategy of educating advisors for improved usage of products and content our team offers and creates

Lead team of product managers from concept and planning to delivery and vendor management, contract reviews, dashboards, budget management, change management and communications, operational improvements, stakeholder updates, leadership buy-in, conference presentations, coach team members, mentor associates

Relationship management, budget and timeline management for projects and product milestones, brand advocacy, work with financial advisors, internal creative team, stakeholders and vendors to ensure quality deliverables, content coordination across stakeholders

Everything from marketing materials and client relationships to business development and HR functions as the team grew, coordinated with PR firm for fund exposure, introduced the fund to executives in Latin America and NYC