Sophie Howell
Scaling with heart: building up high performers and team-first culture to help RIAs grow. I’m a tech nerd, operations fixer, empathic leader, and EOS integrator - and I really, really love getting stuff done.
- Role
- Director of Practice Management at Mission Wealth
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Sophie Howell
Hi, I\'m Sophie. I connect ideas to action. I love- meaningful work- wonder over worry- CRM & any other tech that automates where possible so we can humanize where most effective- data-informed decisions- traction with EOS- job satisfaction clarified with Culture IndexI\'m an empathic leader with a proven track record in driving operational excellence, scaling teams, and optimizing processes in high-growth RIA firms. I specialize in developing and executing strategies that align people, process, and tech to deliver operational efficiency and maximum effectiveness. With expertise in both M&A integration and small firm transformation, I am passionate about fostering a high-performance culture and aligning operations with sustainable business growth.I\'m proud to be a contributor in the financial services profession because how we spend our money is, in many ways, how we spend our lives. And how we spend our lives matters - a lot.
Experience
Director of Practice Management
Oct 2025 — Present
Education
University of North Carolina Wilmington
B.A., English - Professional Writing
2002 — 2005
North Carolina State University
M.A., English - Rhetoric & Composition
2006 — 2008
Skills
- SEO
- Technical Writing
- Editing
- Press Releases
- Email Marketing
- Content Management
- Drupal
- Publishing
- Content Strategy
- Writing
- Blogging
- Procedure Development
- Madcap Flare
- Internal Communications
- Crm
- Proofreading
- Project Management
- Social Media
- Marketing
- Marketing Communications
- Snagit
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