Role Summary:Orchestrated strategic initiatives across the firm and the Wealth Management practice, focusing on competitive intelligence, large-deal bid management (RFPs), and identifying white-space opportunities within existing accounts.
Key Achievements & Responsibilities:
Thought Leadership:Authored Point-of-View (POV) papers onAdvisor Experience, AI in Enterprise, and Industry Convergence, utilized to steer leadership dialogues and client workshops.
Competitive Intelligence:Led comprehensive due diligence on 5–6 high-growth tech competitors, identifying market shifts that informed the firm’s acquisition and large-deal strategies.
Go-to-Market (GTM) Strategy:Co-created the firm’s GTM approach for client acquisition, embedding industry best practices and competitive insights into the sales framework.
Operational Excellence:Collaborated with senior leadership andBig 3 consulting expertsto redesign the sales leadership hiring process, resulting in sharper diagnostics an...