• Work closely with our Advisor teams, serving as an expert on WEG Investment Advisory Platform, providing guidance, education, and recommendations. • Proactively consult and engage advisor teams • Support and optimize investment best practices • Educate advisors on platform and products • Develop strategies for transitioning legacy assets • Incorporate centralized solutions into holistic advisor guidance where appropriate • Serve as an extension of advisor and growth teams to support business development, improve close rates and net flows. • Create and present investment proposals for High-Net-Worth client opportunities • Support research and proposal tools for Advisors to implement • Advise on the implementation of complex investment solutions (Alternatives, Options, etc) • Engage with end-clients via seminars, webinars, and prospective client meetings • Create investment collateral to articulate market perspectives and centrally managed solutions • Collaborate with marketing teams to boost national presence through media channels • Collaborate across WEG with various stakeholders to enhance our platform, improve client experience, and ensure our centralized solutions are a competitive advantage for our advisors. • Partner with Investment Strategy Team on research and implementation of centrally managed investment solutions • Research and contribute towards continued development of the investment platform • Support business development through due diligence of target firms • Work with other businesses to support firm objectives, including the adoption of broader central services