Zocks

The role focuses on enhancing sales performance through call coaching frameworks, outreach strategy optimization, and the execution of enablement programs. It also involves managing a centralized sales knowledge base and leveraging technology to drive actionable performance insights.

The role involves partnering with leadership at large independent broker-dealers and RIAs to execute strategic goals, including creating firm-wide programs and best practice content. Key duties include serving as a consultant for firm-level initiatives, designing multi-phase rollout strategies, and owning the creation of high-level thought leadership assets.