What You Will Do

Sales & Consulting Support

• Act as business consultant to financial advisors on business models, branding, marketing, service levels, segmentation, etc.
• Apply specialized practice management expertise and industry knowledge to meet the needs of financial advisors, individual channel partners and internal clients.
• Research evolving practice management trends and issues to identify solutions to support financial advisors and recommend implementation methods for practice management tools to advisors, wholesalers and directors.
• Pitch ideas for practice management content to team members and internal clients.

Content Development and Design

• Design and develop ideas for digital engagement (blogs, videos, podcasts, etc.) for advisors to enhance CI’s brand in the value‑add space.
• Research industry issues, trends and benchmarks for workshops and educational presentations for ad...