Develop New Advisor Relationships: Proactively identify and establish relationships with new advisors to expand the Roundstone brand and market presence and drive growth.
Drive Advisor Growth: Partner with advisors to develop their business, win new binds, and ensure successful renewals and continuous growth opportunities.
Serve as the primary EDI and technical contact with internal teams and vendor technical staff for setup, testing, implementation, and ongoing maintenance.
Administer and maintain EDI transactions in Roundstone’s enterprise system.
