Partner with enterprise leadership to design and implement scalable practice management strategies for large RIAs, broker-dealers, and financial institutions.
Own the creation of best practice playbooks, curricula, and thought leadership content to drive advisor adoption and firm-wide growth.
Deliver in-person and virtual sessions at client sites and industry conferences, representing Zocks as a subject-matter expert in practice management.
Zocks is an AI assistant for financial advisors, automating operational work and driving growth. Backed by venture capital, the team of sharp, curious individuals serves 5,000+ firms in a collaborative, low-ego culture.
Provide strategic advisory to family office clients on operational improvements and goal execution.
Leverage deep industry knowledge to implement best practices and regulatory compliance.
Deliver exceptional client experience through detailed reporting and KPI tracking.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, providing advisory and execution across five services. With a network of 700+ vetted advisors and 600+ coaches, the firm combines operator experience with 15+ years of alternatives-specific recruiting.
Define and lead KIPP's enterprise-wide growth and scale strategy with network-wide accountability.
Partner with C-suite and regional leaders to drive evidence-based, equity-centered expansion decisions.
Manage and develop the Senior Director of Growth, fostering a culture of accountability and continuous improvement.
KIPP is a national network of tuition-free public charter schools that prepares students for college, career, and beyond. The KIPP Foundation supports 279 schools, nearly 16,500 educators, and over 210,000 students across the country.
Develop and execute comprehensive reimbursement strategies for AbbVie's product portfolio.
Partner with cross-functional teams to align product reimbursement with brand plans.
Monitor CMS policy and engage with external stakeholders to support reimbursement initiatives.
AbbVie discovers and delivers innovative medicines and solutions in immunology, oncology, neuroscience, and aesthetics. It is a large global biopharmaceutical company with a culture focused on innovation and patient impact.
Own the firm's overall risk posture and enforcement strategy, including trade surveillance and detection logic.
Manage live trading and brokerage risk, bridging simulated and live trading environments.
Lead and develop a team of risk analysts, partnering with cross-functional teams to scale risk functions.
Take Profit Trader is a high-growth proprietary trading firm handling hundreds of millions of dollars in trading volume. They are dedicated to innovation, operational excellence, and empowering traders globally.
Drive high-priority strategic initiatives across AI transformation, Quote-to-Cash, and cost efficiency as a senior individual contributor.
Structure ambiguous cross-functional problems into clear workplans and drive accountability without direct authority.
Communicate executive-level recommendations and hold senior stakeholders accountable for outcomes.
NiCE is a global software company that provides AI-powered solutions for customer experience, financial crime, and public safety. With over 8,500 employees and 25,000+ customers, including 85 of the Fortune 100, NiCE fosters a fast-paced, collaborative, and innovative culture.
Own the reactivation of NICE's Quote-to-Cash transformation end-to-end, turning a paused program into disciplined forward motion.
Serve as internal business owner and primary counterpart to external systems integration partner, holding them accountable to scope, timeline, and outcomes.
Re-engage stakeholders across Finance, IT, and Revenue Operations to drive clear decisions and business outcomes, giving senior sponsors a credible view of program status and risk.
NICE provides software products used by 25,000+ global businesses to deliver extraordinary customer experiences, fight financial crime, and ensure public safety. With over 8,500 employees across 30+ countries, NICE is a market leader known for its innovation in AI, cloud, and digital, fostering a fast-paced and collaborative culture.
Lead strategic client engagements as the executive owner for complex specialty pharmacy implementations across leading health systems.
Drive transformation and change management by assessing current-state operations, designing future-state models, and applying structured change methodologies.
Manage large-scale programs with comprehensive project plans, governance structures, and proactive risk management across multiple concurrent implementations.
Shields Health Solutions partners with leading health systems to design, build, and launch high-performing specialty pharmacy programs. They are a growing healthcare consulting firm with a collaborative culture focused on delivering measurable clinical and financial outcomes.
Support Finance & Operations value creation initiatives across portfolio companies by partnering with CFOs and management teams to identify and execute growth and profitability improvements.
Drive operational improvement projects and M&A integrations, leading project management, milestone tracking, and stakeholder coordination.
Develop financial analyses, business cases, and playbooks to enhance performance and decision-making across the portfolio.
LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies. Founded in 1999, headquartered in Philadelphia, the firm has raised over $7.5 billion across seven funds and partnered with over 130 companies, fostering a partnership-driven culture.
Drive strategic clarity and accountability across the executive team, ensuring initiatives and quarterly reviews move forward with precision.
Lead cross-functional projects and high-priority work, stepping in as a force multiplier for senior leaders.
Build and scale operating rhythms, processes, and communication cadences to improve execution and organizational effectiveness.
Founded in 2015 by former NSA cyber operators, Huntress is a remote-first cybersecurity company that provides enterprise-grade security to businesses of all sizes. They secure over 5 million endpoints and 11 million identities, and are known for their 24/7 human-led SOC and inclusive culture.