Strategy and Operations Manager

Shape the future of wealth management with Advisor Solutions by Purpose as their Strategy and Operations Manager. This role focuses on executing strategic initiatives that enhance advisor effectiveness.

In this high-impact position, you will be responsible for executing strategies that drive growth across the firm's wealth services. With expertise in financial services and project ownership, your job will require collaboration across teams and utilizing AI tools for improved decision-making. You will directly contribute to client success.

Key Responsibilities:

• Lead the execution of the advisor consolidation strategy

• Convert service models to scalable operations

• Enable integration across specialist advisory channels

• Design performance management dashboards with AI

• Identify areas for process improvement and redesign

Requirements:

• 4–8 years in financial services or high-growth businesses

• Proven track record of project ownership

• Comfortable communicating at all organization levels

• AI fluency in a business context

• Knowledge of wealth management operations and compliance

Become a vital contributor to Advisor Solutions by Purpose’s commitment to transforming wealth management strategies.
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