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Support accurate calculation, processing, reconciliation, collection, and distribution of advisory fees across client accounts. Coordinate with custodians and third-party vendors, maintain fee schedules and documentation, resolve billing discrepancies, execute adjustments and reimbursements, prepare client-level statements, and support process improvements and training within Operations.

Drive appointment generation and client engagement through outbound phone outreach, convert warm leads into qualified advisor appointments, support event planning and execution, maintain CRM and accurate client records, and contribute to advisor growth through coordinated outreach and onboarding support.

Lead operational strategy and execution for an RIA, oversee operations team and billing, own RIA technology platforms, drive process improvements, data analytics, and operational controls to ensure accuracy, scalability, and advisor-focused service.

Serve as first point of contact for clients and prospects, combining client service administration with inside sales and event coordination. Manage onboarding, advisor calendars, CRM logging, and conduct extensive outbound calling and event follow-up to generate appointments and reactivate leads.

The Demand Generation Specialist drives revenue growth by executing lead generation campaigns, collaborating with sales teams, and leveraging marketing technologies to optimize campaign performance.

Lead digital marketing strategy and execution across channels, guide and unblock the team, manage campaign planning and vendor/budget decisions, ensure brand and regulatory compliance, and coordinate cross-functional project delivery from concept through launch.