Consulting Team

Jill Steffes has an extensive B2B business development and planning background with more than 20 years of impactful experience in financial services. Her expertise lies in orchestrating data science and business team communications that turn insights into advantage and growth. Jill has a strong service orientation and truly thrives when faced with finding solutions to complex issues regarding real-world challenges for any client. 

Most recently, Jill has managed business planning, market, and strategy and created sales operating and Customer Relationship Management (CRM) systems for BNY Mellon Perishing Advisor Solutions. She also ran competitive intelligence for Registered Investment Advisors (RIA) segment over thirteen years, grew $178B in new assets, increased revenues by 500%, and grew opportunity size by 900% for the company.

Jill achieved her Bachelor of Arts in Women’s Studies with a focus on Literary /Critical Theory from the University of British Columbia in Vancouver, Canada, and is fluent in French.

Philosophy, the quantum future, painting, and current events take up much of Jill’s free time when she’s not going above and beyond for clients. She also enjoys Winnipeg Jets hockey, great music, food, and fun every chance she gets!