CXFS 2024

July 15 - 16, 2024

The Westin Copley Place, Boston, MA

Julie Zhang

Director, North America Sales Enablement Russell Investments

Julie Zhang is the Director, North America Sales Enablement for Russell Investments’ Advisor & Intermediary Solutions. In her role, Julie is responsible for maximizing the advisor experience by leveraging the expertise of both business solutions and investment solutions. She takes part in crafting overall sales strategy and processes to meet organizational objectives. She partners closely with marketing, business development, sales management, sales operations, consulting, and the investment division to ensure alignment of field execution and consistent client experience. Julie’s team consists of sales enablement, events, and sales support. Her team’s responsibilities include sales communications, national/partner/field event management, sales strategy creation, and administrative services.

Prior to her current role, Julie was a Practice Management Consultant for Russell Investments Canada where she connects elite advisors and worked to continually enhance the advisory experience with Russell Advisory Services.

Julie as been in the investment services industry for over ten years. Her experience from a product, sales, and consulting perspective has provided a unique viewpoint on the global advisory business.

B.Com. Finance from McGill University

Check out the incredible speaker line-up to see who will be joining Julie.

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