Molly Haga

• Lead marketing and client engagement initiatives, including event planning, content strategy, and CRM-based outreach, aligned with strategic goals.
• Collaborate cross-functionally with corporate departments to execute compliant marketing campaigns, and improve internal processes.
• Provide high-level operational support to financial advisors serving high-net-worth clients, including account administration, stock trade processing, and CRM management.
• Strengthen client relationships and support business growth through personalized communication, account servicing, and issue resolution.
• Ensure ongoing compliance with FINRA/SEC regulations and firm policy through audit reviews and coordination with internal compliance.
• Identify opportunities for process improvements and workflow efficiency across client service, reporting, and operational functions, for the team to improve the overall experience provided to each client.

Same as the current job description. We transitioned as a team from Raymond James to Janney Montgomery Scott.

• Supported both the Southeast Market Director and a Financial Advisor with administrative, operational, and compliance tasks.
• Facilitated major advisor transitions, onboarding, and recruiting processes, maintaining accuracy and efficiency in documentation and communication every step of the way.
• Fostered strong relationships with financial advisors and branch teams across the Florida market, serving as a key liaison for cross-departmental coordination.
• Prepared reports and client-facing materials to support strategic initiatives and enhance internal and external communications.
• Maintained adherence to regulatory policies through ongoing monitoring and procedural audits.

• Ensured accuracy and timely execution of departmental documentation for all PGA REACH programs.
• Collaborated with HQ Finance to process budgets and charitable distributions for transparency and compliance.
• Implemented streamlined administrative workflows and reporting processes for PGA HOPE program.
• Monitored program finances, tracked expenditures, and identified cost-saving opportunities.
• Coordinated logistics for fundraising events while managing vendors and planning promotions.

• Delivered high-touch service to members and guests by coordinating dining, travel, and personal arrangements to enhance the client experience.
• Supported event planning and on-site logistics to help execute seamless, client-focused experiences.