Advisor onboarding experience. Initiatives will center on a cohesive experience for IAs, support staff and clients... our talent acquisition and effective transition efforts. Continually review the onboarding process and enhance the client...
features that unlock new revenue, streamline onboarding, and expand customer value. Work closely with product and go-to-market... leaders to deliver features that unlock new revenue, streamline onboarding, and expand customer value. Build, mentor...
National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting Canadian HR Reporter... onboarding process of new books of business and the accompanying clients. In collaboration with Sales Development VP...