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In this role you will:
Advisor Engagement & Facilitation
Lead a structured Portfolio Consulting Program consisting of multiple meetingsDiagnose advisors’ existing business structure and investment process; identify gaps and opportunities for improvement.Design customized Investment Management Frameworks aligned with advisor client bases and investment preferences.Develop and guide transition strategies to implement recommended portfolio solutions.Conduct one-on-one, group, and branch meetings to promote and deliver the program. Portfolio Construction Expertise
Provide thought leadership on portfolio construction, risk management, and investment trends.Perform detailed portfolio analysis, including allocation, structure, and risk diagnostics.Deliver clear, actionable insights through analytical reports and presentations.Collaborate w...