Lead and grow relationships with independent broker-dealers, digital platforms, and strategic wealth partners. Manage due diligence, platform onboarding and approvals, negotiate agreements, build account plans, drive advisor adoption through trainings and events, monitor platform flows and retention risk, and provide client and competitive feedback to Product, Marketing, and Fund Management to grow AUM and revenue.

The Global Payroll Manager oversees payroll operations across multiple countries, ensuring compliance with regulations, managing teams, and enhancing processes for efficiency.