Senior Vice President of Strategic Accounts Kelsey Hoffmeyer joined EQIS in 2013 as a transfers specialist on our Operations team before being promoted to Relationship Manager in 2014. She was promoted to her present role in 2020.
Describe your day-to-day work here at EQIS.
I maintain a continuous level of engagement with the home offices at our RIA partner firms, managing active relationships as well as onboarding new firms. I act as the liaison and main point of contact for these firms and am involved in all aspects of our relationship including event and conference coordination, marketing initiatives, reporting and due-diligence requests, annual sponsorship participation, and strategizing the best ways to add value and partner with their advisors.
What do you love most about your job?
Simply put, I love the people! My position is centered around relationship building and relationship management and I thoroughly enjoy being able to interact with so many RIA home office executives across the country. Being the main point of contact for so many firms, I am constantly engaging with individuals in different departments with different roles – one day is always different than the next.
Being able to build so many home office relationships over the 9+ years has been extremely rewarding. My favorite part of the job is in-person meetings. Many times, these meetings feel more like a reunion than just a business engagement. Every firm that we work with is unique in their approach and being able to translate this to our team helps us to better understand their business model and determine the best way to work with their advisors.
What is one interesting fact that no one knows about you?
I met my husband at the very first RIA partner conference that I attended in 2014. He was in attendance as an advisor and we met on the elevator at the St. Regis Hotel in Atlanta. We have been married 4 years now, so THANK YOU EQIS!
What is the best advice you ever received?
Growing up, I was extremely close to my yiayia (“grandma” in Greek). From a very young age, she always used to say to me “Listening speaks volumes.” So often, people listen to respond, but when we genuinely listen to hear and to understand, it allows us to learn. Striving to be a good listener, both in my professional career and personal life, has been valuable beyond measure.
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