What You'll Do: Leads complex, cross-functional, and ambiguous initiatives that are new to the company, and often industry, by engaging with leaders across the business and field to align on priorities, objectives and guiding principles and then leads stakeholders through design, implementation and execution, all of which require development of strong partnerships and influence of others without authority. the design of programs and contracts require review of financial implications for the company, advisor, and field leader, understanding of legal and compliance implications, ensuring a positive field experience, application of behavior economics, awareness of technology and systems implications as well as implementation and administrative feasibility, and finally implications to risk and wealth products.