Director, Insights Leader and Professional Speaker
Core
Develops and delivers unique value-add practice management insights and programs to help financial advisors manage their business and grow their client base.
Role type
Director, Insights Leader and Professional Speaker
Builds
Multi-channel practice management programs, speaking engagements, and training content for financial professionals.
Domain
Financial Services / Asset Management
Deliverable
product features
Required skills
Professional-level public speaking, content development, market trend analysis, research leadership, stakeholder influence, program management
Preferred skills
FINRA Series 7, FINRA Series 63, CFP
Technologies
None stated
Responsibilities
Deliver SME speaking engagements to groups ranging from few to hundreds; translate client needs into engaging content and programs; conduct discovery and research to create proprietary insights; train associates on key messages and core content.
Seniority
Director, strategic & hands-on IC
