Be a transformative leader in wealth management as the Manager of Wealth Strategy and Execution with Advisor Solutions by Purpose. This role places emphasis on bridging strategic gaps to foster growth.
You will collaborate directly with the VP Client Experience and Strategy to operationalize strategic initiatives. Your focus on advisor consolidation, channel integration, and developing AI-driven dashboards will empower the leadership team. Recognize and solve process challenges proactively to maintain smooth operations.
Key Responsibilities:
• Lead end-to-end advisor consolidation initiative
• Transform Direct-to-Client models into processes
• Integrate advisory and investor channels seamlessly
• Create AI-driven dashboards for performance metrics
• Revamp processes under pressure to prevent issues
Requirements:
• 4–8 years in financial services or strategy consulting
• Strong accountability for project outcomes
• Excellent writing and presentation skil...