Drive the future of wealth management with Advisor Solutions by Purpose as a Wealth Strategy Execution Manager. This pivotal role demands ownership and the ability to transform strategy into actionable initiatives.
As a key player, you'll report directly to the VP Client Experience and Strategy, ensuring successful execution of wealth strategies. Leads key initiatives like advisor consolidation and operationalizing service models across channels. Your ability to navigate ambiguity and build rapid credibility will be crucial in this fast-paced environment.
Key Responsibilities:
• Drive advisor consolidation program from model to outreach
• Operationalize Direct-to-Advisor service model efficiently
• Accelerate integration across advisory and investor channels
• Design AI-assisted performance dashboards for leaders
• Identify and fix growth process friction before escalation
Requirements:
• 4–8 years in wealth management or financial services
• Proven owners...