Develop and Manage investment programs (iProfile and SMA) Enhance the advisory experience in iProfile (Non Discretionary and Discretionary) Develop additional program capabilities and flexibility across all programs Continuously work to improve operating scale Support the promotion and growth of the programs
Platform strategy & Innovation Strategically advance all components of iprofile programs toward a single model driven program Develop future investment models and products Advancing the development of integrated investment solutions for HNW clients (Private assets, use of models and funds, etc)
Investment Program oversight and governance Ensure all programs are within corporate suitability framework Within compliance of regulatory requirements Building controls and mechanisms to adherence to investment targets
Strategic initiatives Lead and/or support strategic initiatives with...