Found Description
Take charge of wealth strategy execution with Advisor Solutions by Purpose. This role bridges strategic initiatives and operational efficiency, ensuring impactful growth in advisor consolidation.
Advisor Solutions by Purpose seeks a driven professional to lead wealth growth initiatives. With 4–8 years in financial services or strategy consulting, this position demands someone skilled in cross-functional collaboration and AI utilization. You will design processes that integrate advisory channels and create performance dashboards.
Key Responsibilities:
• Own the advisor consolidation program from start to finish
• Operationalize scalable service models for advisors
• Drive integration of advisory and investor channels
• Curate and govern AI-assisted performance analytics
• Identify and redesign processes under growth pressure
Requirements:
• 4–8 years in wealth management or strategy consulting
• Proven ownership of cross-functional initiatives
• Strong c...
Advisor Solutions by Purpose seeks a driven professional to lead wealth growth initiatives. With 4–8 years in financial services or strategy consulting, this position demands someone skilled in cross-functional collaboration and AI utilization. You will design processes that integrate advisory channels and create performance dashboards.
Key Responsibilities:
• Own the advisor consolidation program from start to finish
• Operationalize scalable service models for advisors
• Drive integration of advisory and investor channels
• Curate and govern AI-assisted performance analytics
• Identify and redesign processes under growth pressure
Requirements:
• 4–8 years in wealth management or strategy consulting
• Proven ownership of cross-functional initiatives
• Strong c...
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