Consultant

• Drive AUM growth by expanding relationships with existing investors and converting new platform sign-ups into active, long-term clients
• Educate investors to enhance their understanding of Willow Wealth’s investment strategy and the details of individual funds and offerings
• Leverage consultative selling techniques to understand clients’ needs and provide tailored investment solutions, guiding them through the decision making process
• Build and nurture high-value relationships by delivering investor-focused education and expectational service
• Proactively Engage your existing client base with regular outreach to maintain strong relationship and identify new opportunities to grow AUM

Client Consultant, Private Client Group

Platform Consultant

Senior Pharma Technology Consultant

Pharma Technology Consultant – Manager

Senior Consultant – Business Transformation

Senior Technical Due Diligence Consultant