Senior Advisor for Client Growth

Become the Senior Advisor, Growth and Retention, where your focus on enhancing client and advisor experiences will drive meaningful change. This position offers a hybrid work environment emphasizing collaboration and continuous improvement.

You will be pivotal in developing and deploying growth strategies across our distribution networks, ensuring they resonate with advisors and provide measurable commercial outcomes. By leading launch plans and coordinating with various teams, you will foster an environment of engagement and innovation within the company. Continuous analysis of performance metrics will be essential for identifying areas for improvement.

Key Responsibilities:
• Coordinate growth strategies across networks
• Implement advisor-focused initiatives with Marketing
• Lead onboarding processes for clear understanding
• Optimize sales activation tools and communications
• Maintain compliance with regulations in client int...