This individual brings a strong understanding of institutional client management and sales processes, including prospect development, onboarding, ongoing relationship management, and retention, and is comfortable using CRM platforms such as Salesforce to manage pipelines, document client interactions, and support disciplined relationship management. Strong technology proficiency, including advanced use of Microsoft Office (Outlook, Word, Excel, PowerPoint) and demonstrated ability to effectively leverage AI‑enabled tools and large language models (e.g., Microsoft Copilot, GPT‑based tools, Claude) to enhance research, analysis, communication, and productivity.