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Oversees development and implementation of business strategies with a focus on client services, staff oversite, team coordination, marketing, business engagement and development.

• Designs and produces strategy reports and other types of communications for Advisors to use with clients and prospects as part of the overall marketing initiative• Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools• Independently improves and streamlines the service model and operational procedures for the team• Identifies practice management opportunities through various Firm channels• Independently assists clients with market and stock research• Independently develops, implements, and communicates new procedures, products, and portfolio enhancements to high net worth clients• Prepares performance measurement for clients, which involves computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors• Develops presentation materials and proposals to assist Advisors in obtaining clients’ business