Associate, Investment Solutions

Description

Position Title: Associate, Investment Solutions
Reports To: Director of Strategic Partnerships
Location: On-Site (Mon-Thurs) in Corporate Office – Indianapolis, IN;
Miami, FL;
Omaha, NE;
San Antonio, TX;
New York City, NY
Experience: 2-4+ years of experience
Compensation: See details below.

The Associate, Investment Solutions serves as a strategic business development and solutions adoption resource responsible for educating advisors and partner firms on Sanctuary's Home Office and Third-Party capabilities and driving measurable adoption across the platform. This individual will serve as a liaison between partner firms, Strategic Alliance Partners, and Home Office solution teams to increase awareness, engagement, utilization, and business results.

This role requires a proactive, relationship-driven professional who can identify advisor needs, communicate value propositions, influence behavior, drive product adoption, and partner with business leaders to execute strategic growth initiatives.

• Serve as a subject matter resource on Sanctuary's Home Office and Third-Party solutions and resources.
• Educate advisors and partner firms on available solutions, services, and value-added capabilities.
• Drive awareness, utilization, and adoption through proactive outreach and ongoing follow-up.
• Conduct educational meetings with partner firms via Teams, in-person office visits, and national conferences.
• Distribute marketing materials and educational content developed by IASG and solution teams.
• Meet or exceed established sales and adoption goals.

• Drive product adoption and business growth across Sanctuary's solution and Third-Party offerings.
• Identify opportunities to align advisor’s needs with Home Office capabilities.
• Collaborate with solution leaders to develop targeted adoption strategies.
• Influence advisor behavior and drive measurable business outcomes.

• Document advisor and partner firm interactions within CRM.
• Maintain accurate records of meetings, opportunities, and follow-up activity.
• Track advisor engagement, adoption trends, and pipeline development.
• Analyze the relationship between advisor interactions and product adoption.
• Generate reporting to measure activity, engagement, adoption, and business outcomes.

• Partner with the Data Analytics team to develop and maintain adoption dashboards.
• Track key performance indicators, including:

• Advisor engagement activity, Solution adoption rates, Sales opportunities generated, Marketing campaign engagement, Pipeline development, Revenue influence, and Product utilization trends

• Present results, insights, and recommendations to leadership.

• Bachelor's degree in Business, Finance, Marketing, Communications, or a related field.
• 3+ years of experience in wealth management, financial services, business development, relationship management, or a client-facing consulting role.
• Demonstrated success building relationships and influencing business outcomes in a consultative environment.
• Strong verbal and written communication skills with the ability to present effectively to advisors, executives, and business partners.
• Proven ability to manage multiple priorities while maintaining strong attention to detail and organizational effectiveness.
• Experience utilizing CRM platforms to manage relationships, pipeline activity, and reporting.
• Ability to travel as needed for advisor meetings, conferences, and partner firm visits.

• Experience supporting or selling investment solutions within an RIA, broker-dealer, asset manager, TAMP, or wealth management organization.
• Working knowledge of investment management, portfolio construction, capital markets, managed accounts, insurance solutions, and alternative investments.
• Experience driving advisor engagement, product adoption, or strategic business development initiatives.
• Strong analytical skills with experience interpreting business metrics, adoption trends, and performance reporting.
• Demonstrated ability to collaborate across multiple business units and…