Zuly Feliz
Director/Manager, Client Strategy & Planning Service Advisor at Condon Sullivan Wealth Management & Planning
- Role
- Director Manager, Client Strategy & Planning Service Advisor at Condon & Co Wealth Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Zuly Feliz
High-impact operations management leader with over 10 years of experience. I identify…
Experience
Director Manager, Client Strategy & Planning Service Advisor
Jun 2025 — Present · Boston, MA, US
Director/Manager, Client Strategy & Planning Service AdvisorDirector/Manager, Client Strategy & Planning Service AdvisorCondon Sullivan Wealth Management & Planning · Full-timeCondon Sullivan Wealth Management & Planning · Full-timeJan 2022 - Present · 3 yrs 6 mosJan 2022 to Present · 3 yrs 6 mosBurlington, Massachusetts, United StatesBurlington, Massachusetts, United States• Engage with managers & admins to proactively manage our top tier clients, via the CRM Salesforce through managed workflows• Maintain and build relationships with our top-tier stakeholders, to serve as the main point of contact within the firm• Oversee and manage high profile projects and initiatives annually• Lead, develop and train employees into our cross-functional team by Q4 2022, while leveraging existing staff & interns in client satisfaction service techniques, onboarding, and service model• Generate and analyze reports utilizing Salesforce to identify opportunities to present to our team for implementation to continue to capture YOY projected growth• Formulate and prepare advice, recommendations, and quarterly reviews for our clients
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