As a Lead FGA, you are both a high-performing Family Growth Associate and a trusted leader for our offshore team. You will not just execute tasks—you will raise the bar for output, quality, and team thinking. You coach and support a pod of FGAs, drive rigorous performance standards, and proactively improve our funnel process to deliver the best client experience. You have an “ownership” mindset—seeing problems before they arise, surfacing solutions, and making judgment calls that benefit both the team and our mission.
Your leadership style combines in-the-trenches accountability with empathy and curiosity. You strive to create a culture of high standards, creative problem solving, and shared success.