Strategic Platform Manager

Strategic Platform Manager

The Strategic Platform Manager is responsible for the execution and ongoing enhancement of Tru Choice's financial advisor practice management platforms. Serving as a key liaison across internal teams and contributing to advisor-facing initiatives, this role helps drive platform adoption, engagement, and measurable business outcomes. This team member works in close partnership with Strategic Platform Development leadership to support the strategic direction of each program, while owning day-to-day program delivery and continuous improvement.

The role offers high visibility across Strategic Platform Development leadership, internal stakeholders, and external financial advisors, with opportunities to influence program strategy and encouraged innovation.

• Lead end-to-end execution of advisor development programs, ensuring high-quality delivery across all components
• Manage program logistics including planning, coordination, communication, and advisor member experience
• Ensure consistency and scalability across programs, both virtual and in-person

• Partner with Strategic Platform Development leadership to support the evolution and strategic direction of practice management programs
• Identify opportunities for enhancements, new initiatives, and increased platform impact
• Participate in the development of proposals, business cases, and recommendations to support platform growth
• Provide input into platform strategy based on field feedback, data insights, and program performance

• Collaborate with sales management and internal stakeholders to implement platform aspects of organizational initiatives
• Support internal teams with tools, communication, and training to drive awareness and utilization
• Act as a subject matter resource for platform-related questions and program membership

• Support advisor-facing initiatives, including participation in presentations, trainings, and events as needed
• Represent platforms in interactions with internal stakeholders and external partners, contributing to a consistent and professional presence
• Gather feedback from advisors, wholesalers, and wholesaling management to inform program improvements

• Track and analyze program performance, engagement, and outcomes
• Maintain reporting dashboards and provide insights to leadership on program effectiveness
• Use data to inform recommendations and continuous improvement efforts

• Support the development and refinement of presentations, training materials, and program resources
• Ensure content aligns with advisor needs, business priorities, and platform objectives
• Enhance the overall participant experience across all program touchpoints

• Ensure all programs adhere to regulatory requirements and company policies
• Maintain accurate documentation for audits and compliance reviews
• Partner with compliance and legal teams as needed

Experience

• 4–7+ years of experience in program management, sales enablement, training, or related roles
• Experience in financial services, wealth management, or insurance strongly preferred
• Experience supporting or contributing to strategic initiatives or program development
• Exposure to advisor-facing or sales-driven environments preferred

Skills & Capabilities

• Strong organizational and program management skills with the ability to manage multiple initiatives simultaneously
• Ability to contribute to strategic discussions and translate ideas into execution
• Strong communication and presentation skills
• Comfortable working cross-functionally and influencing without direct authority
• Analytical mindset with the ability to interpret data and generate insights
• Proficiency with CRM systems, Microsoft Office, and program management tools

Key Attributes

• Strategically curious:
  Brings ideas and identifies opportunities for improvement
• Execution-focused:
  Delivers high-quality programs with attention to detail
• Collaborative partner:
  Works closely with leadership and cross-functional teams
• Credible communicator:
  Able to represent the platform professionally
• Adaptable:
  Thrives in a fast-paced, evolving environment

Success Metrics

• Program execution quality and consistency
• Platform adoption and engagement levels
• Stakeholder (internal + external) satisfaction
• Quality of insights and contributions to platform evolution
• Efficiency and scalability of program delivery

Salary

• Salary Range: $90,000
• Salary offers will vary commensurate with experience, education, skills, and training

What Ameri Life Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital…