Drive advisor-facing product and enablement marketing for enterprise partner programs. Build partner-specific campaigns, communications, and education; measure and optimize advisor adoption and engagement; collaborate cross-functionally and leverage AI to scale personalization and insights.

Lead positioning, go-to-market, and advisor enablement for UHNW and complex asset philanthropic strategies. Create scalable playbooks, advisor-facing materials, and thought leadership; partner cross-functionally to identify market trends, drive growth initiatives, and leverage AI to personalize and scale advisor engagement.