RFG Advisory

Provide support for corporate and advisor-facing events, managing the full lifecycle from concept and budgeting to logistics and asset creation. Responsibilities include coordinating travel, venue research, and maintaining event documentation using AI and Microsoft 365 tools.

Build and ship AI-powered internal tools and prototypes to optimize advisor and corporate workflows. Manage the build-vs-partner discipline and drive end-to-end project delivery across the organization.

Lead the end-to-end B2B content strategy to drive organic growth, pipeline, and brand visibility through SEO and AI-driven discovery. Orchestrate the content ecosystem across multiple channels while leveraging AI to scale production and optimize website performance.