Own and deepen relationships with a wide range of stakeholders at Charles Schwab, serving as a trusted strategic partner.
Lead zero-to-one initiatives, driving execution across ambiguous environments and ensuring measurable business impact.
Serve as the voice of the customer in product roadmap discussions, influencing priorities and aligning internal teams.
Wealth.com is the industry’s leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. The company has been widely recognized for innovation and leadership, and is proud to be certified as a Great Place to Work®.
Sell into the top credit unions and community banks in the United States.
Drive growth opportunities within top-tier enterprise accounts setting the stage for business expansion.
Create a robust pipeline of opportunities while also nurturing leads generated by our BDR team.
Eltropy is disrupting the way people access financial services by offering a digital engagement platform. They enable financial institutions to digitally engage in a secure and compliant way to improve operations, engagement and productivity.
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.
Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They integrate financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Mercer Advisors serves over 31,300 families across 90+ cities across the U.S.
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.