Participate in pre-LOI diligence, providing a formal assessment and "vote" on fit.
Build the first draft of the firm-specific success plan before close, including the value creation framework.
Own the post-close value creation plan for each assigned firm: repricing, organic growth initiatives, capability adoption, and synergy capture tied to deal terms.
Build and maintain coaching modules and program playbooks.
Manage the record of advisor and Managing Partner engagements.
Define reporting needs with the BI analyst.
Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. With over 31,300 families across 90+ cities, they integrate financial planning, investment management, tax, estate, insurance, and more.
Guide customers from onboarding through long-term adoption, ensuring they achieve their business goals with Vanilla’s solutions.
Create and manage customer success plans that outline customer goals, key metrics, and opportunities for growth.
Own the renewal process, identifying expansion opportunities and mitigating potential churn.
Vanilla Technologies Inc. is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. They are a startup distributed across the U.S., with a mix of fully remote and hybrid roles, embracing flexibility while staying closely connected.
Work with financial advisors to craft portfolio construction and investment advice for high net worth clients.
Represent the firm’s investment philosophy and platform to local advisor teams and HNW clients.
Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. They serve over 31,300 families across 90+ cities across the U.S. and have a flexible, national footprint, building their teams around exceptional talent.
Identify, engage, build, and grow business development pipelines with ParTech partners aligned with business and financial objectives.
Develop a strategic, templatized go-to-market approach with each ParTech partner; set the partnership vision and strategy.
Organize and lead recurring partnership touch points to ensure Liberty Mutual remains a priority with the partner(s), with mutually aligned goals, and we are executing on our shared partnership strategy.
Liberty Mutual's Strategic Partnerships Group drives growth through third-party relationships. They focus on personal lines business via affinity marketing, embedded integrations, and agency relationships, playing a key role in Liberty Mutual’s omni-channel distribution strategy.
Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Build stronger reporting, controls, and audit readiness.
Improve margins with the CEO, Board, and sponsor.
Urrly is a PE-backed global professional services company serving healthcare and life sciences clients. They help pharmaceutical, biotech, and scientific teams turn complex medical information into clear strategy, education, and communication programs.
Project manage post-merger integrations from Day 1 planning through to full operational integration.
Build integration plans for each acquisition, including timelines, milestones, owners, and dependencies across functions.
Run the integration management office — chair workstream meetings, track progress, and report status to the executive team.
Podean is the leading global marketplace marketing agency that works with progressive brands across the globe to unlock potential on Amazon and other marketplaces. They are a fast-growing global agency with a remote-first culture of experts across regions and time zones.
Lead multiple client engagements, setting vision and strategy while guiding project teams to deliver exceptional advisory work and build trusted client relationships.
Direct, manage, and coach team members across various levels, ensuring effective partner leverage and fostering a high-performing, collaborative team environment.
For qualified candidates, identify and secure new client opportunities, expand existing accounts, and contribute to business development efforts to achieve firm revenue goals.
Building Impact Partners is a philanthropy advising firm that works with changemakers to solve big challenges and create social impact through systems change. As a mission-driven organization, it is intentional about attracting diverse talent and functions as a high-performing, remote team committed to client success and field advancement.
Manage a portfolio of claim clients and enhance client relationships by resolving process issues.
Conduct annual reviews of administrators to ensure compliance with company requirements.
Prepare monthly reporting packages, including inventory reporting and referral analysis.
Crum & Forster’s Accident & Health division (A&H) offers specialty insurance and reinsurance products nationwide. They focus on product development and creative distribution methods, along with excellent client service and support.
Manage sales and relationships for complex accounts within the RIA and Regional Bank channels.
Serve as a consultant to clients, providing recommendations on T. Rowe Price strategies and solutions.
Promote the distribution of TRPIS/TRPA investment management strategies across multiple solutions.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term. The company fosters a collaborative culture that respects and values differences, employing associates who share a spirit of generosity.
Conduct proactive phone sales presentations to top tier financial advisors.
Partner with wholesaler to drive sales and assets and build relationships with advisors.
Effectively profile advisors to understand their practice, clients and investment process.
LaSalle Investment Management is a global real estate investment manager that applies investment talent, market expertise, and data-driven intelligence through a disciplined fair-value framework. As the investment division of JLL, the company's capabilities are supported by the scale of its global platform.
Support the end‑to-end onboarding of new customers from handoff to go‑live.
Build positive, trusted relationships with customer contacts to ensure every customer is referenceable.
Help customers understand the benefits of front-line risk prevention, fraud reduction and process improvements.
Financial Operations Networks (FON) provides vendor information management solutions, protecting some of the largest companies. They combine the agility of a startup with the stability of an established industry leader, helping senior finance professionals keep their operations ahead of risk and fraud since 2001.
Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
Assist Advisors with client meeting prep and follow-up tasks.
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.
Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution
Lead transaction teams to successfully execute financial advisory mandates
Mentor, develop, and manage junior team members
Agentis Capital Advisors is a leading global financial advisor known for delivering value and advice to clients. They act as sell-side and buy-side advisors on global transactions including renewable power, energy, digital, transportation, and public-private partnerships.
Drive the successful adoption of multiple use cases across the organization.
Form strategic relationships with key stakeholders to understand customer’s objectives.
Anticipate client risks and strategize ways to help mitigate churn.
Seismic is a company that provides sales enablement solutions. They help businesses improve sales performance and drive revenue growth. The company seems to have a fast-paced, client-focused, and collaborative culture.
Own the profitable renewal of assigned clients including strategy development, internal resource coordination, and external negotiation.
Build and maintain trusted peer-level relationships with national and regional benefits consultants and brokers.
Directly supervise SAEs and AEs; set clear expectations, provide regular coaching, and conduct performance evaluations.
VytlOne is an independent, fully integrated total pharmacy solutions partner. They offer hospitals, health systems, health centers, and employer partners a smarter way to unlock revenue, growth, and better outcomes. They have over 1,600 passionate professionals.
Lead the development and execution of marketing strategies that support Choreo’s inorganic growth initiatives.
Create compelling acquisition narratives and develop high-impact deal marketing materials.
Drive targeted outreach campaigns that strengthen awareness, engagement, and conversion.
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision. They service entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment, with over 200 employees and 40+ locations.
Lead, inspire, and mentor a high-performing team, fostering a culture of excellence and continuous learning.
Own commercial outcomes including net revenue retention, growth, and enrollment target achievement.
Collaborate cross-functionally to drive quick resolutions that showcase our commitment to member satisfaction.
Maven Clinic is the world's largest virtual clinic for women and families, aiming to make healthcare work for all. It's a company of over 2,000 employees and is known for its award-winning culture and commitment to innovation and providing equity in benefits programs.
Support the Partner Solutions team in managing relationships with financial institution partners, contributing to their success.
Assist in developing marketing collateral and researching best practices to optimize partner use of the Pre-Approvals solution.
Collaborate with internal teams to support partner strategies and ensure timely resolution of partner needs.
SavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They have been recognized as a top place to work and are an Inc. 5000 Fastest Growing Company.
Manage client relationships and develop team service strategy to meet client needs, acting as the primary point of contact.
Prepare for, plan, and conduct client meetings independently, focusing on strategic risk identification and program design.
Perform contract reviews, manage new business RFPs, and participate in prospecting activities to identify and close new business.
Newfront is a modern insurance brokerage transforming the industry with technology and expertise. They are committed to hiring diverse talent and supporting an inclusive workplace environment.