Lead strategic initiatives as a Senior Advisor focused on Growth and Retention within our organization. Your role is vital in optimizing advisor-client engagements through effective strategies and operational excellence.
In this senior role, you will be responsible for the coordination and implementation of growth initiatives, aligning with our Marketing and Sales teams to enhance overall commercial performance. You will spearhead the launch of various programs and refine communication tools, ensuring they resonate with both advisors and clients. Your analysis of performance metrics will steer continuous improvement and uncover new opportunities for growth.
Key Responsibilities:
• Coordinate and implement growth strategies across networks
• Develop marketing initiatives for advisors
• Oversee onboarding and launch processes
• Contribute to planning of sales activation programs
• Ensure effective communication and tool alignment
Requirements:
• Bachelor’s degr...