Maggie Salas

Experience

• 

  National Planning Corporation (NPC)

  Oct 2007 - Jan 2016

  Executed the smooth transition of 600+ financial professionals and maintained advisor relationships once affiliated. Led direct reports by delegating projects and duties while mentoring and developing their talents. Acted as a liaison between advisors and developers to develop proprietary technology. Trained and developed department specialists. Coordinated trainings for newly affiliated advisors. Collaborated with multiple stakeholders to resolve commission holds and create higher advisor satisfaction. Hosted training programs to educate financial professionals on operations procedures and proprietary technologies to increase efficiencies. Transitioned advisors by researching required sponsor paperwork and ensuring home office associates were familiar with new office information.

  • Manager, Branch Development

    Nov 2012 - Jan 2016

  • Sr. Branch Development Specialist

    Jan 2011 - Nov 2012

  • Branch Development Specialist

    Oct 2007 - Jan 2011
• 

  National Planning Holdings (NPH)

  Jan 2016 - Nov 2017

  Senior External Technology Solutions Specialist

  Responsible for driving technology adoption and utilization by the 500+ NPH advisors in territory. Negotiated the cultures and practices of different broker-dealers, branch offices, and financial institutions to create fans of internally developed technology and increase advisor satisfaction as well as the top and bottom lines.

• 

  Moggo Designs

  Apr 2018 - Dec 2022

  Owner
• 

  Cetera Financial Group

  Jan 2019 - Sept 2020

  Sr. Transition Relationship Manager
• 

  AssetMark

  Sept 2020 - Oct 2023

  • Retirement Services Leader

    Oct 2022 - Oct 2023

  • Retirement Relationship Manager

    Sept 2020 - Oct 2022
• 

  AssetMark

  Mar 2024 - now

  Manager, AMRS & Bank Trust Service Support