RFG Advisory

Manage a portfolio of financial advisors by guiding them through onboarding, technology adoption, and ongoing platform optimization. Act as a technical translator to resolve bottlenecks and provide feedback to internal teams to improve the product experience.

Build and prototype AI-powered internal tools and workflows to connect various corporate and advisor technology stacks. Manage the build-versus-partner discipline and drive end-to-end project delivery with clear documentation and leadership communication.

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.