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 presentation and public speaking, content development and program design, market trend analysis and research, stakeholder influence and change management, cross-functional collaboration, travel management.
Preferred skills
FINRA Series 7 and 63 licenses, CFP certification.
Technologies
N/A
Responsibilities
Deliver SME speaking engagements to groups ranging from small events to national keynotes (in-person and virtual); translate client needs into compelling content and programs; conduct discovery and research to create proprietary insights; collaborate with creative agencies to bring insights to life; train associates on key messages and core content.
Seniority
Director, strategic leadership with hands-on execution