Essential Functions:Serves as a primary resource for platform related issues and questionsDevelops and implements the strategic platform plan to keep FLP competitive in the marketRoutinely evaluates and audits various platforms to ensure compliance and optimizationOversees the development and implementation of key business initiativesMaintains current working knowledge of industry trends and best practicesRepresents FLP in the market to drive organic growthOversees financial performance, including revenue generation, profitability, resource allocation, and risk managementLiaises with the Technology Team to ensure clients benefit from integrated online servicesDevelops budgets, monitors expensesDevelops FLP's reputation as a leader in the investment consulting industryRepresents FLP in the market to drive organic growth by participating in forums, authoring white papers, and contributing to industry publicationsEssential Knowledge, Skills & Experience:Bachelor's degree in Finance, Economics, Business, or a related field; MBA or relevant professional certifications (CFA, CAIA, CIMA) preferred. Strong understanding of alternative investment strategies, asset classes, and vehicle typeProficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, etc.) and other software related to business needs (Bloomberg, Salesforce, etc.)Maintain a positive, solutions focused attitudeBe intellectually curious, respectful, and kind throughout all dimensions of the workplaceAbility to use good judgement and always keep client information confidentialDeliver consistent excellent customer service to internal and external customers, colleagues and managementServe as a teacher, leader, and coach for direct reportsHave superior organizational and communication skillsAbout FLP Atrato Consulting:FLP Atrato Consulting, a division of F.L.Putnam, partners with wealth management firms and family offices to enhance investment research, due diligence, and portfolio construction capabilities.