Jasmine Miller

Consulting relationship began in 2023; transitioned to full-time leadership July 2024.

• Oversee trading across ETFs, SMAs, factor strategies, direct-index portfolios, income models, and multi-asset allocations.
• Integrate interval funds, private credit, private real estate, and other non-traded alternatives into firm-wide and custom HNW models.
• Manage end-to-end alternative-investment workflows for accredited and QP clients, including subscriptions, capital calls, liquidity, and ongoing due diligence.
• Maintain relationships with Goldman Sachs, BlackRock, Cantor Fitzgerald, Apollo, Blue Owl, Cross Ocean, Blackstone, Nuveen, Cliffwater, Pomona, and other leading managers.
• Track alternative-fund performance, liquidity cycles, distributions, fee structures, and risk metrics across strategies.
• Lead development of the firm’s private fund, including structure, documentation, operational workflows, and advisor education.
• Oversee self-directed 401(k) operations for private and alternative allocations.
• Enhance reporting across Orion, Tamarac, Black Diamond, and Kwanti to deliver performance, attribution, and risk insights.
• Developed strategic initiatives to enhance operational efficiency across multiple departments.
• Led cross-functional teams in executing company-wide projects, driving alignment with organizational goals.
• Implemented process improvements that streamlined workflows and reduced operational bottlenecks.

Served concurrently as a consultant to Kilter; responsibilities were managed separately and transparently.

• Directed daily NAV production, valuation, and investment-accounting workflows for charitable investment pools.
• Managed purchases, redemptions, cash movements, and asset-allocation adjustments across multi-manager strategies.
• Produced performance, attribution, and due-diligence reporting for internal committees, leadership, and auditors.
• Strengthened operational controls and data integrity using Clearwater Analytics, iPhi, and PowerBI.
• Monitored multi-manager portfolios for guideline, governance, and allocation alignment.
• Oversaw life-insurance policy administration and related investment workflows.

Shifted to consulting model 2022–2023 due to relocation; continued full operational leadership for a rapidly scaling $1B+ AUM RIA.

• Owned all firm-wide trading, reconciliation, cash management, and exception resolution across 50+ advisors and 10+ custodians.
• Designed and maintained ETF, factor, income, and custom HNW models, including tax-optimized and direct-index strategies.
• Partnered with advisors on custom strategy implementation and portfolio construction for a diverse client base.
• Managed revenue systems, billing, advisor payout structures, forecasting, and firm-level financial reporting.
• Led $350M+ in advisor transitions and M&A; onboarding, including ACAT coordination, data migration, and platform integration.
• Managed vendor and custodial relationships; negotiated pricing, onboarded new tools, and optimized operational workflows.
• Built scalable SOPs, infrastructure, and automation to support rapid RIA growth.
• Produced composite performance reporting, advisor dashboards, and automated client-ready deliverables.
• Led and developed a cross-functional team across trading, operations, insurance, and client service.
• Oversaw SEC/state regulatory filings, audit responses, and ongoing compliance processes.

• Managed client accounts, reconciliation, and quarterly performance reporting.
• Executed equity, bond, and mutual fund trades across multiple custodians.
• Produced portfolio-accounting and operational reports.
• Led and trained th client-service team to improve response times and service quality.

• Processed consumer, commercial, auto, and mortgage loans for retail and small-business clients.
• Supported annuity and insurance-product workflows and client recommendations.
• Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.

• Managed branch operations and key business-banking relationships.
• Drove deposit growth, new account acquisition, and corporate account openings.