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Marketing strategist and co-founder of Malti Marketing, focused on growth for RIAs, advisors, fintech partners, and small business owners. I build end-to-end campaigns across positioning, content, and digital that turn attention into pipeline. Known for strategies that make clients impossible to ignore, backed by clear messaging, sharp execution, and measurable outcomes. I've contributed articles to AdvisorHub magazine, and created/launched multiple newsletters campaigns (Advisor Transition Services, Malti Marketing, SRG, and Village Financial).…Marketing strategist and co-founder of Malti Marketing, focused on growth for RIAs, advisors, fintech partners, and small business owners. I build end-to-end campaigns across positioning, content, and digital that turn attention into pipeline. Known for strategies that make clients impossible to ignore, backed by clear messaging, sharp execution, and measurable outcomes. I've contributed articles to AdvisorHub magazine, and created/launched multiple newsletters campaigns (Advisor Transition Services, Malti Marketing, SRG, and Village Financial).

Javier Otero

Marketing Consultant, Content Producer, Creative Director, +1

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Marketing strategist and co-founder of Malti Marketing, focused on growth for RIAs, advisors, fintech partners, and small business owners. I build end-to-end campaigns across positioning, content, and digital that turn attention into pipeline. Known for strategies that make clients impossible to ignore, backed by clear messaging, sharp execution, and measurable outcomes. I've contributed articles to AdvisorHub magazine, and created/launched multiple newsletters campaigns (Advisor Transition Services, Malti Marketing, SRG, and Village Financial).…Marketing strategist and co-founder of Malti Marketing, focused on growth for RIAs, advisors, fintech partners, and small business owners. I build end-to-end campaigns across positioning, content, and digital that turn attention into pipeline. Known for strategies that make clients impossible to ignore, backed by clear messaging, sharp execution, and measurable outcomes. I've contributed articles to AdvisorHub magazine, and created/launched multiple newsletters campaigns (Advisor Transition Services, Malti Marketing, SRG, and Village Financial).

Available to hire

Marketing strategist and co-founder of Malti Marketing, focused on growth for RIAs, advisors, fintech partners, and small business owners. I build end-to-end campaigns across positioning, content, and digital that turn attention into pipeline. Known for strategies that make clients impossible to ignore, backed by clear messaging, sharp execution, and measurable outcomes.

I’ve contributed articles to AdvisorHub magazine, and created/launched multiple newsletters campaigns (Advisor Transition Services, Malti Marketing, SRG, and Village Financial).

Skills

Copywriting

Branding

Experience Level

Copywriting

Expert

Branding

Expert

Language

Spanish; Castilian

Advanced

Work Experience

Director of Transitions / Senior Transition Consultant at Concurrent Investment Advisors

December 1, 2021 - October 1, 2022

Led transition of over $5B in AUM, developed onboarding processes; Coordinated with custodians and external vendors to streamline onboarding and mitigate compliance risk; Implemented automation tools (DocuSign and Wealthbox) to improve efficiency and increase document completion rates by over 60%.

Senior Transition Consultant at Concurrent Investment Advisors

October 1, 2022 - December 1, 2023

Oversaw advisor transitions, onboarding, and marketing touchpoints; launched a monthly content program; supported client-facing initiatives and onboarding.

Transition & Marketing Consultant at Advisor Transition Services

June 1, 2024 - Present

Provided transition consulting and marketing support for RIAs; led onboarding, advisor training, and execution of marketing touchpoints during transitions.

Traveling Transition Consultant at Raymond James & Associates

November 1, 2019 - November 1, 2021

Opened over 10,000 accounts for transition advisors; on-site and remote transition support; resolved operational challenges; mentored and trained incoming consultants; standardized best practices for advisor transitions.

Cost Basis Intern at Raymond James & Associates

May 1, 2017 - September 1, 2017

Verified and reconciled cost basis data across corporate systems; applied cost basis accounting methods for new accounts; resolved discrepancies.

Trading Support Associate II at Raymond James & Associates

May 1, 2018 - November 1, 2019

Supported high-volume trades; provided direct support to financial advisors on SMA trading; improved efficiency.