Role Summary: Orchestrated strategic initiatives across the firm and the Wealth Management practice, focusing on competitive intelligence, large-deal bid management (RFPs), and identifying white-space opportunities within existing accounts.

Key Achievements & Responsibilities:

• Thought Leadership: Authored Point-of-View (POV) papers on Advisor Experience, AI in Enterprise, and Industry Convergence , utilized to steer leadership dialogues and client workshops.
• Competitive Intelligence: Led comprehensive due diligence on 5–6 high-growth tech competitors, identifying market shifts that informed the firm’s acquisition and large-deal strategies.
• Go-to-Market (GTM) Strategy: Co-created the firm’s GTM approach for client acquisition, embedding industry best practices and competitive insights into the sales framework.
• Operational Excellence: Collaborated with senior leadership and Big 3...