Process Development and Optimization: Own the development, documentation, and continuous improvement of Client Acquisition processes. Map workflows, analyze program performance, and identify friction, root causes, and opportunities to improve lead quality, conversion, efficiency, and scalability. Identify opportunities to automate activities, implement tools, or modify processes to reduce manual intervention while supporting necessary manual processes until scalable solutions are available. Capture lessons learned, refine practices, and proactively identify areas where the program’s technical or operational maturity requires improvement.
Advisor Service and Support: Serve as a primary contact for advisor offices from the earliest stages of transition through ongoing support. Conduct proactive outreach and maintain professional internal and external communication. Collaborate closely with advisors and internal partners to resolve service issues.
