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Supports leadership development strategy through capability frameworks, training, coaching, professional development, experiential assignments, knowledge-sharing programs, and career pathing initiatives. Facilitates group learning, creates instructional materials, promotes development programs, and analyzes leadership development outcomes and reporting. Partners with organizational stakeholders to strengthen management capabilities and workforce engagement.

Provides administrative and sales support to investment representatives by opening broker-dealer accounts, scheduling client and vendor appointments, preparing reports and paperwork, maintaining client files and sales logs, coordinating meetings, and managing communications with clients and investment companies. The role also maintains required licenses, prepares overnight account packages, updates sales literature, and supports seminars and meetings.