Work closely with Leadership, Key Accounts, Client Success, Analyst, Data, Product and Development teams to unlock and drive value for clients. Optimize software offerings by providing voice of client insights, desired enhancements, and competitive landscape analysis. Create custom data outputs to provide unique views and insights on the Retirement and Advisor markets. Collaborate with teams focused on Wealth Management and Insurance carrier solutions to unify product offerings. Consult on distribution strategy for leading Asset Managers and Record Keepers. Speak and present industry insights and trends at industry events. ISS Market Intelligence (MI) is a leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry. ISS MI empowers global asset and wealth management firms, insurance companies, distributors, service providers, and technology firms by providing cutting-edge market-engagement platforms and the actionable intelligence necessary to fully assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. ISS MI clients benefit from our increasingly connected global ecosystem that leverages a combination of proprietary data, powerful software and analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. ISS MI data and analytics solutions include intelligence from BrightScope, Discovery Data, Financial Clarity, Flowspring, FWW, Investor Economics, MISight, Mortgage Clarity, Plan for Life, RainmakerLive, and Simfund. ISS MI media brands / market-engagement platforms include Chief Investment Officer, PlanAdvisor, PlanSponsor, Financial Standard, FS Sustainability, Money, and Industry Moves.

Worked closely with Senior Leadership to identify and craft strategies to engage with enterprises and institutions that can benefit from partnerships with LPL.Responsible for market sizing, prospect profiling, funnel management, forecasting, and applying strategic approaches to accelerate pull through for enterprise and institutional channels.Partner with stakeholders from multiple teams - Finance, Technology, Advanced Analytics, Transitions, Investor Relations, and Business Management to optimize operations and client experience. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

Scaled and revamped Customer Success department operations. Responsible for all aspects of client onboarding, training, usage monitoring, and engagement for cutting-edge start up focused on revolutionizing the digital sales model. Worked with senior leadership team to craft and execute new product and client sales strategies. Led and mentored customer success team to provide exceptional, white-glove client experiences throughout customer lifecycle. Established and monitored KPI’s linked to key business strategies focusing on usage and renewal health. Ensight™ is the leading cloud-based insurance sales acceleration platform for Life and Annuity distributors, financial professionals, advisors and insurance carriers. The innovative sales enablement platform is quickly transforming the advisor-client experience at the point of sale. With the broad-scale shift to virtual sales models, Ensight is helping agents reinvigorate the traditional selling model by modernizing the selling process and digital engagement with clients.

Oversee all major processes and systems, and serve as senior relationship manager for key clients and strategic partnersMonitor usage and engagement across platforms. Develop and execute customized strategies to increase usage and engagement by delivering superior client valueLead Project Management / Implementation team responsible for identifying, establishing, and implementing a tailored framework to deliver high volume, complex, technical project deliverables (UI, Data feeds, custom projects) to clientsLead Client Service teams located in San Diego, New York, Boston, Toronto, London, and Manila responsible for inbound client inquiries, in person client meetings, day to day account management, and proactive outreachLead Product Engagement team responsible for aggregating, standardizing, and normalizing large data sets (SQL) and presenting actionable analytics and insights (Tableau, Sisense, custom reports) to C Suite, Business Intelligence, and Product teamsCoordinate and manage all communications across multiple departments, including Sales, Product, Development, Data, Marketing, and Client ServiceLead data integration (CRM, Data Warehouse), prescriptive, and predictive modeling effortsWon ‘2018 Crossover Impact of the Year’ Award for leadership across multiple teams, and strategic initiativesISS Market Intelligence (MI) provides critical data, insight, and workflow solutions to global asset managers, insurance companies and distributors. Through its combination of proprietary integrated datasets, in-depth global research and trusted executive engagement, ISS MI delivers solutions that drive strategy and data-driven decision making across a wide range of financial products.ISS MI includes the industry-leading data platforms BrightScope, Financial Clarity, Local Market Share, Mortgage Clarity and Simfund, as well as an extensive set of global research and analytic services.

Lead Implementation team responsible for identifying, establishing, and implementing a tailored framework to deliver high volume, complex, technical project deliverables (UI, Data feeds, custom projects) to clientsWon ‘2018 Crossover Impact of the Year’ Award for leadership across multiple teams, and strategic initiatives

Established and led client facing team for dynamic Financial Technology firm, acting as the subject matter expert of all firm offeringsServed as primary point of contact for all institutional firm relationships for an industry leading Software as a Service (SaaS) firm with a 28,000 client base

Traded International, SMID, Global ADR, Long / Short Strategies

International Operations Analyst, worked with teams in Europe and India