Purpose Unlimited
Advisor Solutions Strategy & Execution Manager
Job Description
Elevate your career in wealth management with Advisor Solutions by Purpose as the Strategy & Execution Manager. This key role focuses on actualizing strategies for accelerated growth and operational excellence.
Reporting to the VP Client Experience and Strategy, you'll lead initiatives that impact advisor consolidation and cross-channel integration. Your ownership mentality and ability to translate strategic vision into actionable results will set you apart. Prioritizing and resolving process issues early will define your success in this role.
Key Responsibilities:
• Own advisor consolidation from model to AUM tracking
• Optimize Direct-to-Advisor service for scalability
• Champion integration across specialist channels
• Develop AI performance dashboards for clear insights
• Identify and address potential friction in processes
Requirements:
• 4–8 years in regulated financial environments
• Accountable for cross-functional initiative success
• Proficien...
Reporting to the VP Client Experience and Strategy, you'll lead initiatives that impact advisor consolidation and cross-channel integration. Your ownership mentality and ability to translate strategic vision into actionable results will set you apart. Prioritizing and resolving process issues early will define your success in this role.
Key Responsibilities:
• Own advisor consolidation from model to AUM tracking
• Optimize Direct-to-Advisor service for scalability
• Champion integration across specialist channels
• Develop AI performance dashboards for clear insights
• Identify and address potential friction in processes
Requirements:
• 4–8 years in regulated financial environments
• Accountable for cross-functional initiative success
• Proficien...