Drives frictionless service delivery by partnering with advisors and client service staff to close skill gaps and champion process improvement.
Designs and delivers onboarding and ongoing training for wealth management teams, including AI literacy and tool adoption.
Serves as the voice of WM teams, identifying friction points and bringing structured recommendations to leadership.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, and more. Serving over 31,300 families across 90+ cities, they are ranked #1 RIA firm by Barron’s and offer a flexible, national footprint with a diverse workforce.
Lead the product roadmap for Advisor Experience, driving tools that improve advisor efficiency and client outcomes.
Build AI-powered features like Aspen AI for meeting prep and transcription to give advisors more time.
Partner with Wealth Operations & Experience to drive key metrics including Net Revenue Retention and Client NPS.
Mercer Advisors is a comprehensive financial services firm that integrates financial planning, investment management, tax, estate, and insurance to help families simplify their financial lives. With over 31,300 families served and a workforce where more than half are women, the company offers a flexible, national footprint and ranks #1 RIA firm by Barron's.
Define, build, and lead content strategy as a core agency capability, setting vision and service offerings.
Oversee client content projects, ensuring quality and strategic alignment while mentoring team members.
Drive new business development, internal training, and champion AI-assisted content practices.
Vested is a world-leading integrated marketing and communications consultancy focused exclusively on the financial services industry. With over 100 employees, it is recognized as one of the industry's Best Places to Work, fostering a culture of continuous learning and ownership.
Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices.
Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations.
Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. Ranked #1 RIA firm by Barron's, they serve over 42,800+ families across 110+ U.S. cities and emphasize a flexible, diverse workplace with over half of employees being women.
Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Coach students and professionals in wealth management, including financial planning, investment strategy, retirement, estate, and tax planning, along with AI fundamentals.
Support career development with resume review, cover letters, LinkedIn optimization, interview prep, salary negotiation, networking, and freelancing strategies.
Set your own hours and rates, host virtual sessions, and collaborate with the Leland team to deliver a high-quality, supportive experience.
Leland is building the home for ambition in the age of AI, connecting people with experts, programs, and communities to land jobs, get into schools, or upskill for an AI-driven world. Since 2021, they've helped tens of thousands of people reach ambitious goals and raised $19M from world-class investors.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Leads the sales enablement team to equip customer-facing teams with tools, content, and insights.
Drives cross-functional initiatives with Product Marketing, Product Management, and Sales leadership.
Manages sales processes and systems, including content lifecycle and AI solutions, to improve sales effectiveness.
eMoney Advisor provides financial planning software and services to the financial services industry. The company is a growing organization with a culture focused on innovation and collaboration.