Jackson

The RIA External Consultant is responsible for growing and managing relationships within the Independent Registered Investment Adviser channel to increase sales. This involves conducting product training, managing territorial resources, and utilizing a hybrid approach of field visits and virtual meetings.

The Regional Vice President is responsible for creating and managing relationships with advisors to increase sales within the CA North Bay and NV Reno territories. This involves conducting product training, developing business plans, and collaborating with internal wholesalers to foster leads.