Leads a multi-function organization comprised of our Product Sales Support, Sales Enablement & Field Finance teams. Our accountability addresses advisor pre-sale consulting strategy, direct client lead generation, product knowledge management, and administration of the distribution system’s loan portfolio . We guide the evolution of advanced sales operations through relationship management and technology development; prioritizing effectiveness in our business model. • Directs business partner relations and manages client relationships• Pioneered speech analytics converting unstructured voice data to actionable intelligence • Integrates service teams, budgets, technology and business processes to scale operational support• Implemented a centralized and scalable sales support model• Led conversion to new contact center platform, CRM system and visual reporting• Directs learning and development experts to design market segment training

Established a multi-channel consulting and change management effort to convert our network of representatives to a financial planning go-to-market strategy. Directed a team of deep subject matter experts to provide effective planning and software support. Led functional representation in corporate projects, sales activities, marketing strategies, and software enhancement prioritization. Primary manager of key distribution system relationships.• Co-authored a white paper for senior leaders on disruptive financial technologies • Designed an end-to-end professional services consulting and training function• Led alignment of sales needs, systems integration, supervision policy and field training

Responsible for strategies to drive adoption of the enterprise planning software with financial advisors and designed a plan to sunset a legacy system. Provided case consultations on client financial plans and product solutions. Led projects to expand planning capabilities to include retirement income, education, estate, life insurance, and other capabilities. Created the policies/procedures/best practices for the client financial planning experience.

Business analyst and subject matter expert in corporate projects to form a subsidiary broker/dealer and wealth management company. Results were an institutional investment philosophy for retail clients, development of repeatable capital market assumption and asset allocation process, creation of a holistic planning software, and thoughtful compliance procedures. • Primary contact for investment research vendor relationships, and cross functional internal departments• Managed selection of benchmark indices and asset allocation modeling• Re-designed enterprise investment training and led creation of the first in-house investor profile

Led development, integration and competitive positioning of an investment portfolio management system. Directed institutional client relationship management strategy and designed segmented marketing. Influenced system evolution by tracking industry trends, creating innovation proposals, and prioritizing enhancements. Managed customer service and programming teams and conducted sales presentations to the executive level at client institutions.• Increased sales 20% and revenue realization by 15% through re-pricing strategy• Executed the system’s back-office platform upgrade and increased speed of transaction• Conducted requirements definition, life cycle analysis, risk mitigation and contingency planning• Managed customer service and development teams

Institutional Relationship Management & Program MarketingAccountable for designing and executing joint institutional marketing plans to reach channel sales goals for these distribution markets. Partnered with key executives, tracked sales and industry trends and monitored client’s product suite to determine future opportunities for all investment management capabilities.

Designed service strategies through institutional partners for distribution of mutual funds, annuities, private accounts and sub-advised investment portfolios. Primary partners included Fidelity Investments, Charles Schwab, Linsco Private Ledger, Nationwide, Pershing and other firms servicing independent advisors. Duties included contract negotiation, marketing segmentation, sales analysis, issue resolution and support process management.

Award winning internal wholesaler focused on mutual fund sales through independent RIA, broker/dealer, and fee-based financial planning business channels. Identified and qualified sales opportunities with financial advisors and explored potential links to financial companies in region.