Jill Jacques
Global Managing Director, Connector of People, Ideas and Solutions
- Role
- Strategic Board Advisor at Willow
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Jill Jacques
25+ years of global experience in both industry and management consulting- Consulted global, Financial Services firms as a Partner and Client Executive- Passionate about equity and equality through mentorship and ERG executive sponsorships- Led large and complex initiatives with financial services firms, specializing in customer experience strategy and execution, workforce transformation, operational transformation, and digital- Directly led Financial Advisors and national initiatives for a financial advisor channel- Formerly held FINRA Licenses: Series 4, 7, 24, 51, 66Specialties: Business Development and Sales, Strategy Development and (Most Importantly) Execution, Client and Advisor Experience, Digital Enablement, Flexible Operating Model Design, Leadership and Employee Ways of Working
Experience
Strategic Board Advisor
Dec 2023 — Present
Willow (trustwillow.com) is the leading wealthtech platform powering advisors\' and firms\' acquisition, growth, and retention with tomorrow\'s investors - Women, NextGen, and Underrepresented Groups. Through Willow\'s CERTIFIED ADVISOR FOR WOMEN™ and CERTIFIED ADVISOR FOR NEXTGEN™ programs and marketing platform, leading advisors gain the knowledge, resources, and credentials to build and grow trusted relationships. Willow is an approved CE credit sponsor for CFP®, CIMA®, CPWA®, CIMC®, and RMA®. Willow financially empowers individuals throughout all of life\'s journeys by connecting them with the best-fit Financial Advisor or Financial Life Coach.
Education
Washington and Lee University
BS, Business Administration
Wake Forest University School of Business
MBA
Washington and Lee University
Bachelor of Science - BS, Business Administration and Management, General
Skills
- Team Leadership
- Wealth Management
- Financial Services
- Sales Management
- Strategic Consulting
- Business Process Improvement
- Management Consulting
- Investments
- Client Experience
- Training
- Retirement Planning
- Strategic Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.