• Schedule introductory and follow‑up meetings with prospects interested in Strategy solutions • Serve as a primary point of contact for prospects during the pre‑engagement phase • Complete and/or coordinate required KYC, intake, and suitability documentation • Collect, organize, and maintain prospect data, notes, and documentation for each case • Manage onboarding from start to finish, including submitting onboarding tasks, tracking documentation and required signatures, and communicating timelines and next steps to clients and advisors • Schedule post‑onboarding meetings with clients and advisors • Maintain accurate and complete records in Salesforce and other internal systems • Complete additional tasks or projects assigned by Strategy‑Only Advisors or Program Leadership