Advisor Solutions Strategy & Execution Manager

Elevate your career in wealth management with Advisor Solutions by Purpose as the Strategy & Execution Manager. This key role focuses on actualizing strategies for accelerated growth and operational excellence.

Reporting to the VP Client Experience and Strategy, you'll lead initiatives that impact advisor consolidation and cross-channel integration. Your ownership mentality and ability to translate strategic vision into actionable results will set you apart. Prioritizing and resolving process issues early will define your success in this role.

Key Responsibilities:

• Own advisor consolidation from model to AUM tracking

• Optimize Direct-to-Advisor service for scalability

• Champion integration across specialist channels

• Develop AI performance dashboards for clear insights

• Identify and address potential friction in processes

Requirements:

• 4–8 years in regulated financial environments

• Accountable for cross-functional initiative success

• Proficient communicator in diverse settings

• Practical use of AI in workflows

• Familiarity with regulatory and compliance landscapes

Drive wealth business growth through strategic execution with Advisor Solutions by Purpose.
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