Advisor Solutions by Purpose
Advisor Consolidation Strategy Manager
Job Description
Shape the future of wealth management with Advisor Solutions by Purpose as an Advisor Consolidation Strategy Manager. Focus on driving AUM growth through client-centric innovations in a flexible work model.
This key position is focused on executing strategies that enhance client experiences and operational throughput. Your expertise will lead the advisor consolidation initiative, turning strategic objectives into actionable plans. Work alongside senior leadership to create a cohesive approach that integrates various business functions.
Key Responsibilities:
• Directly manage advisor consolidation initiatives for optimal growth
• Operationalize innovative service delivery models across channels
• Ensure smooth integration of advisory and investor operations
• Design and manage AI-driven performance dashboards
• Flag and redesign processes ripe for improvement
Requirements:
• 4-8 years' background in wealth management or strategic operations
• Experience lea...
This key position is focused on executing strategies that enhance client experiences and operational throughput. Your expertise will lead the advisor consolidation initiative, turning strategic objectives into actionable plans. Work alongside senior leadership to create a cohesive approach that integrates various business functions.
Key Responsibilities:
• Directly manage advisor consolidation initiatives for optimal growth
• Operationalize innovative service delivery models across channels
• Ensure smooth integration of advisory and investor operations
• Design and manage AI-driven performance dashboards
• Flag and redesign processes ripe for improvement
Requirements:
• 4-8 years' background in wealth management or strategic operations
• Experience lea...