Inquiry for opportunity in wealth management, RIAs, Fintech, Insurtech, and Wealthtech.

March 12, 2025 by Sheryl J. Moore

I am calling out of a need, for #TheAlmightyNetwork!

I have a friend that is looking for a new opportunity.

This individual is interested in an opportunity in wealth management, RIAs, Fintech, Insurtech, and Wealthtech. Their years of experience working with financial advisors, and more recently working with fintechs, led to this person’s efforts for greater efficiency and new revenue opportunities. This positions this person as a knowledgeable and accomplished marketing leader in the financial services space.

Their strengths are in go-to-market strategy, storytelling, digital marketing, content development, project management, relationship building, PR, product development, team development, and analytic analysis.

I can easily see this individual working for a fintech company in the life insurance industry, providing expertise in a home office marketing position, or working in distribution.

Interested in this qualified candidate? Shoot me a message at sjm@intelrockstar.com. (Do not inbox me on social please; I get too many messages to keep up with it daily.) -sjm