Boston, MA – December 3, 2024 – Nicsa, a premier trade association dedicated to fostering innovation and collaboration in the asset and wealth management industry, is thrilled to announce the appointment of Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships.
Ms. Walter brings an impressive track record in financial services and a dynamic vision for advancing best practices across the industry. With extensive expertise in portfolio strategies, investor relationship management, and thought leadership, she is well-positioned to contribute to Nicsa's mission of advancing excellence and connectivity among its member firms.
"As someone deeply committed to the asset and wealth management community, I am thrilled to join Nicsa and support its mission to foster collaboration and innovation in such a dynamic industry," said Ms. Walter. "I look forward to working with Nicsa’s members to create meaningful impact and drive progress across the sector."
As a seasoned executive, Ms. Walter has held leadership roles at top-tier firms, most recently at John Hancock Investment Management, where she spearheaded practice management programs, delivered industry-leading content, and collaborated with financial advisors to drive business growth. Her notable accomplishments include record-breaking sales performances, innovative educational initiatives, and the creation of impactful advisor engagement strategies.
In her new role at Nicsa, Ms. Walter will focus on front office areas such as sales, marketing, distribution, and product management, specifically within the asset management, wealth management, and alternative investment industries. She will enhance the value Nicsa delivers to its members and contribute to shaping the future of the association and its impact on the asset and wealth management industry.
"We are delighted to welcome Sarah to the Nicsa team," said Jim Fitzpatrick, President & CEO of Nicsa. "Her extensive expertise and passion for driving positive change in the asset and wealth management sector will be instrumental in advancing Nicsa’s mission within our diverse network of member firms."
Ms. Walter is recognized as a thought leader and a highly sought-after speaker. She has shared her expertise on various platforms, including conferences, podcasts, and educational workshops.
To schedule an interview with Ms. Walter or for more information about Nicsa’s initiatives within the asset and wealth management industry, please contact Allison Lovett, VP of Content &. Communications, at [email protected].
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, and advance leading practices. For over sixty years, Nicsa has promoted a collaborative environment where members come together to help strategically address the industry’s most vital issues.
Nicsa’s Diversity Project North America champions DEI as a strategic business priority within the asset and wealth management industry. The goal of the Diversity Project North America is to advance better business results for our member firms and positive long-term impact for the clients we all serve by fostering an industry where diversity is achieved, equity is the standard, and inclusion is celebrated.
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