Found Description
Advance your wealth management career with Advisor Solutions by Purpose as Strategy Execution Manager. Drive growth initiatives and optimize operations to achieve success.
In this pivotal role, you will report directly to the VP Client Experience and Strategy. Your mission is to spearhead impactful projects, including advisor consolidation and integrating specialist channels. With an ownership mentality and strategic vision, you will turn plans into tangible outcomes, addressing process issues proactively to ensure operational excellence.
Key Responsibilities:
• Own advisor consolidation tracking and management
• Optimize Direct-to-Advisor service for better scalability
• Champion integration initiatives across all channels
• Develop AI-driven performance dashboards for insights
• Identify and address process friction proactively
Requirements:
• 4–8 years of experience in regulated financial environments
• Success in managing cross-functional initiatives
In this pivotal role, you will report directly to the VP Client Experience and Strategy. Your mission is to spearhead impactful projects, including advisor consolidation and integrating specialist channels. With an ownership mentality and strategic vision, you will turn plans into tangible outcomes, addressing process issues proactively to ensure operational excellence.
Key Responsibilities:
• Own advisor consolidation tracking and management
• Optimize Direct-to-Advisor service for better scalability
• Champion integration initiatives across all channels
• Develop AI-driven performance dashboards for insights
• Identify and address process friction proactively
Requirements:
• 4–8 years of experience in regulated financial environments
• Success in managing cross-functional initiatives
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