Manager, Investment Solutions

Description

Title: Manager, Investment Solutions

Location: On-Site (Mon-Thurs) in a Sanctuary Corporate Office – Chicago, IL;
New York City, NY;
Miami, FL;
Omaha, NE;
San Antonio, TX

Experience: 8+ years of experience

Compensation: See details below.

Position Summary - The Manager, Investment Solutions serves as a senior strategic advisor and business development leader responsible for driving the adoption, utilization, and commercial success of Sanctuary's Home Office and Third-Party investment solutions across its network of independent wealth management firms.

This individual will serve as a trusted consultant financial advisors, Strategic Alliance Partners, and Home Office solution teams to increase awareness, engagement, utilization, and business results. This role requires a highly experienced, investment professional with a sophisticated understanding of wealth management, portfolio construction, investment products, and the independent advisor ecosystem. The ideal candidate brings a combination of technical investment expertise, executive-level relationship management, strategic business development experience, and the ability to influence sophisticated financial advisors and business leaders.

• 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.

• Maintain accurate CRM documentation of strategic advisor relationships, business development opportunities, pipeline activity, and follow-up initiatives.
• Develop and monitor key performance indicators to evaluate investment solution adoption, advisor engagement, pipeline development, revenue influence, and overall business performance.
• Partner with the Data Analytics team to develop and maintain adoption dashboards and executive-level performance reporting.
• Analyze the relationship between advisor engagement, solution utilization, and measurable business outcomes.
• Translate performance data and market intelligence into actionable recommendations for senior leadership, identifying opportunities to accelerate growth and improve platform effectiveness.
• Present strategic insights, business development progress, and performance results to executive leadership and key stakeholders.

• Develop and maintain trusted relationships with senior financial advisors, partner firm principals, investment committees, and executive leadership.
• Serve as a strategic liaison between partner firms, investment solution providers, Strategic Alliance Partners, and Sanctuary's Home Office leadership.
• Collaborate with Investment Management, Alternative Investments, Strategic Partnerships, Marketing, and other business units to align platform capabilities with advisor needs and organizational growth priorities.
• Identify recurring advisor feedback, market trends, and competitive insights to inform the continued development and positioning of Sanctuary's investment solutions platform.
• Lead cross-functional initiatives designed to improve advisor engagement, strengthen partner relationships, and expand platform adoption.

• Bachelor's degree in Business, Finance, Marketing, Communications, or a related field.
• 8+ 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.
• Expertise in investment products, portfolio construction, asset allocation, and investment strategies across traditional and alternative asset…