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Support Global Client Group leadership by developing and executing strategic initiatives, conducting market and competitive analysis, improving operational efficiency, managing cross-functional projects, preparing executive-level presentations and reports, and engaging stakeholders to drive institutional and private wealth business growth.

Support Presidents and Co-Heads of the Global Client Group by driving strategic planning, market research, operational improvements, and project management. Prepare executive presentations and reports, coordinate cross-functional stakeholders, and help execute growth initiatives for institutional and private wealth platforms.

The role involves managing relationships with institutional investors, promoting investment products, and driving capital raising efforts. Requires strong communication skills and a strategic mindset.

Lead CIM's National Accounts team to build and maintain strategic relationships with wealth management firms, accelerate product onboarding, generate selling agreements, provide demand assessments, and mentor business development staff. Drive growth across wirehouses, broker-dealers, banks, and RIAs by leveraging advisor relationships and industry expertise in alternatives and private markets.