The Miles Group

Strategy

• Develop, edit, and manage executive presentations, dashboards, briefing materials, reports, and communications
• Translate complex operational and financial information into concise, executive-ready summaries and recommendations
• Track projects, actions, deadlines, commitments, dependencies, risks, and open issues
• Coordinate updates and information flow across multiple stakeholders and functions
• Provide project-management support for strategic firm projects, including milestone tracking, status reporting, and roadmap development
• Triage priorities and manage competing demands for the leadership team
• Lead change-management efforts, including stakeholder alignment, communication planning, and adoption tracking
• Analyze operational and financial data to surface trends, risks, and opportunities
• Build and maintain reporting tools and dashboards
• Own agenda development, pre-read preparation, and content development for leadership meetings, annual offsite, and Town Halls
• Capture and distribute meeting notes, ownership, and next steps
• Standardize operating rhythms, templates, and reporting formats
• Serve as a coordination point for leadership requests, information needs, and updates
• Build and maintain working relationships with leaders and stakeholders at TMG and throughout Council Advisors

VP, Strategic Initiatives

Artificial Intelligence

• Translate growth, client-service, and operating priorities into technology requirements, workflows, user needs, and implementation plans
• Sequence technology-enabled workstreams and track progress against priorities
• Connect business stakeholders, IT, shared services, and third-party partners
• Support Salesforce enablement for growth, account visibility, relationship intelligence, resource planning, and reporting
• Define Salesforce fields, workflows, data capture, dashboards, reporting inputs, and user-experience improvements
• Support data-quality efforts and connect Salesforce workflows with operating cadences and reporting needs
• Identify, prioritize, test, refine, and roll out AI-enabled tools and workflows
• Coordinate third-party vendors on requirements, testing, feedback, issue resolution, implementation, and deliverables
• Develop user guidance, training materials, workflow documentation, and adoption support
• Gather user feedback and identify friction points and improvement opportunities
• Map workflows and reduce manual effort, duplication, and unclear ownership
• Connect data logic across Salesforce, reporting tools, AI workflows, and knowledge-management systems
• Support workflow and data improvements for accounting planning, business development enablement, reporting, and leadership visibility

VP, Strategic Initiatives

Director, AI and Technology – Enablement