Support agents and management in onboarding processes, including overseeing contracting, tracking status, ensuring completeness of documentation, and maintaining communication with partners.

The RIA Senior Specialist provides customer service, handles calls, assists advisers, trains new staff, and resolves operational issues.

Partner with an External Wholesaler to drive territory sales and deepen advisor relationships through in-person and virtual meetings, market insights, consultative advice on mutual funds/ETFs/SMAs, CRM management, and event coordination.