Design, build, and deploy AI-powered Agentforce agents and workflows to enhance advisor and client experiences within the Salesforce ecosystem. Collaborate with cross-functional teams including Product, Data, and Compliance to ensure secure, scalable, and high-quality AI integrations.
The Integrated Marketing Specialist will plan and execute marketing programs, including email campaigns, lead generation, and event management. They are also responsible for managing corporate social media, online reputation, and content distribution across various digital channels.
The Managing Director leads a team of 25 professionals to design and govern the firm's end-to-end portfolio implementation framework, including trading, rebalancing, and tax-aware workflows. They are responsible for operational efficiency, risk management, and the evolution of technology capabilities to support scalable growth.
