Ingenio

• Support any of the stages of the full advisor lifecycle - from onboarding and early activation through to ongoing engagement, retention, and offboarding • Develop and maintain strong advisor relationships by acting as a trusted, responsive partner for day-to-day support as well as strategic guidance. Communicate with advisors through emails, messaging, phone, Zoom, and webinars. • Identify trends and improvement opportunities, and execute targeted initiatives to move the needle on engagement and quality • Manage support tickets with efficiency and a consistently high standard of resolution quality • Support advisors through platform changes, new feature rollouts, and operational transitions while maintaining exceptional service quality, clear communication, and a positive advisor experience. • Proactively identify inefficiencies in advisor management processes and propose scalable solutions, including AI-powered tools and automation where relevant • Serve as the Voice of the Advisor, channeling feedback and competitive insights into product and operational improvements • Explore and test new engagement formats such as influencer-style advisor partnerships and community-building initiatives that drive advisor loyalty and advocacy

• Develop and execute a comprehensive regional strategy for Psíquicos across LATAM and Iberia, driving the brand’s vision and growth in-market • Own and lead the brand’s PR strategy across the region — sourcing and managing agencies, securing earned media, and shaping public narrative across multiple markets • Build and manage the influencer marketing program: identify, negotiate with, and cultivate long-term relationships with creators across multiple languages and cultural contexts • Partner closely with Ingenio’s Israel-based marketing teams to align on brand positioning, campaigns, and performance marketing • Serve as the local business owner, surfacing market insights, competitive intelligence, and growth opportunities to leadership • Build a network of regional partners, vendors, and talent that can scale with the brand • Champion the voice of the regional customer, ensuring product, marketing, and brand decisions reflect the cultural realities of each market • Stay abreast of regional trends, emerging platforms, and competitor activities to inform brand strategy and identify opportunities for differentiation • Leverage data analysis and consumer insights to drive informed commercial decisions and strategic improvements • Monitor performance metrics against business goals to improve outcomes • Take ownership of regional brand metrics, translating them into actionable goals that drive continuous growth • Work closely with the President of Barges and Ingenio leadership to define and manage regional budgets, allocating resources effectively to maximize return on investment

• Drive exceptional service quality • Ensure exceptional service quality across all channels (Email, WhatsApp, Messaging). • Define the standards for Tier 1 and Tier 2, ensuring each channel’s engagement potential is fully realized, and tracking customer satisfaction and issue resolution. • Manage the critical relationship with the Engineering team to identify, report, and support the resolution of bugs. • Establish and lead a structured Voice of the Customer (VOC) analysis process, transforming raw client interactions into actionable insights. • Identify opportunities for innovative proactive outreach, particularly through messaging channels, to address friction areas before they lead to churn.