Alexis Shaftel
Client Strategist | Associate Wealth Advisor | Bilingual
- Role
- Client Strategist Associate Wealth Advisor at Bny Wealth
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Alexis Shaftel
Results driven, bilingual MBA graduate specializing in strategy, marketing and business development for ultra high net worth individuals and family offices, with a proven track record of delivering client-centric solutions through strategic planning and consideration.
Experience
Client Strategist Associate Wealth Advisor
May 2025 — Present · Boston, MA, US
Create multiple domestic and international marketing campaigns alongside corporate marketing and national sales teams to identify and develop new market opportunities, converting targeted outreach to qualified discovery for individual and institutional prospective clients. Monitor campaigns daily in Salesforce with research conducted across multiple platforms-Spearhead cold outreach and lead inbound lead initiatives to prospect new clients, guaranteeing engagements and contributing to a growing pipeline in the greater region-Key liaison in integrating family office services into the broader wealth management team as part of an ongoing structural change by partnering with wealth leadership on both a regional and national level. Actively develop training programs to be presented to leadership on current offerings and intricately planned strategic initiatives for future offerings-Prepare Investor Policy Statements detailing client objectives, risk tolerance, and portfolio strategies to be presented to the client with their targeted growth objectives in mind, addressing concerns and highlighting portfolio successes, while offering insight on possible future investment strategies with the client’s best interest at the center of all decision making.
Education
Harvard Business School Online
Entrepreneurship Essentials
Suffolk University - Sawyer Business School
Master of Business Administration
Suffolk University
Wealth Management, Business Management, and Real Estate
Harvard Business School Online
Business Analytics
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