Provide information and input into the Business sign off process. Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40…
Manage the execution of B2C plans to drive candidate sign ups and increase the quality of candidates onboarded. Manage, support and develop the marketing team.
Obtaining management sign-off for all travel in line with company policy and recording for management reporting. Minutes for GAP team monthly Exec.
Timely submission of Investment Rationale and Promotional Sales Agreement form for sign off. This is a Regional Sales role accountable for driving B-F joint…