Teams at Sound Income Group, LLC

Build and maintain Snowflake data pipelines, integrations, data models, reconciliation checks, backend services, and internal automation tools. Develop production AI workflows using Claude, MCP, and managed model platforms for document retrieval, extraction, and understanding. Own solutions through design, deployment, monitoring, documentation, and support while protecting sensitive financial data and collaborating with operations, compliance, vendors, and technical stakeholders.

Conduct phone-based outreach to warm leads, schedule qualified appointments, re-engage prospects, maintain CRM records, track performance metrics, and support workshops, seminars, and client events. The role partners with advisors and marketing teams to drive client engagement, onboarding, and business development. It requires professional communication, strong organization, local travel, occasional evening availability, and a sales-oriented approach to relationship building.

Leads operations strategy and execution for a regulated RIA, overseeing teams, billing, operational controls, process improvement, technology platforms, vendor partnerships, data analytics, reporting, and executive initiatives. Serves as the COO’s operational partner and business subject matter expert for Orion, Black Diamond, and related systems while improving scalability, accuracy, advisor experience, and compliance support.