Job Description
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 on Advisor 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 and Big 3 consulting experts to redesign the sales leadership hiring process, resulting in sharper diagnostics and high...
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