Facilitate 1:1 and small group coaching sessions for financial advisors to drive clarity, accountability, and measurable business outcomes. Manage client relationships to ensure retention, identify upsell opportunities, and continuously refine growth playbooks.
Lead advanced coaching cohorts and enterprise engagements for financial advisors to drive business growth and measurable outcomes. Mentor developing growth leaders and maintain high standards of delivery while identifying expansion opportunities for client partners.
The Enterprise Program Manager will serve as the primary relationship lead for strategic partners, overseeing the end-to-end delivery of growth programs. They will act as a connective tissue between internal teams and client leadership to ensure measurable outcomes and operational excellence.
