Manage a $200 million portfolio across 12 multi-asset mutual fund and ETF model portfolios. Responsibilities include strategic and tactical asset allocation, fund due diligence, performance and risk monitoring, rebalancing, portfolio reporting, and research. The role also promotes model portfolios internally to financial advisors, delivers presentations and commentaries, supports advisor relationships, and identifies improvements to portfolio construction and model design.

Develop and execute national indirect channel sales strategies, recruit and manage telecom partners, drive revenue growth, establish performance metrics, conduct business reviews, enable partners through training and tools, negotiate agreements, forecast sales, monitor market trends, and ensure compliance. The role requires extensive telecom channel-management experience, strong strategic selling and negotiation skills, CRM proficiency, and travel as needed.