Wealth Management Strategy & Execution Manager

Transform your career in wealth management with Advisor Solutions by Purpose as the Strategy & Execution Manager. Spearhead initiatives that drive operational excellence and growth.

As part of your role, you’ll report to the VP Client Experience and Strategy, leading projects that focus on advisor consolidation and enhancing cross-channel integration. Your strategic vision will be pivotal in turning high-level plans into actionable results, swiftly resolving process issues for optimal success.

Key Responsibilities: • Own advisor consolidation and AUM tracking processes • Optimize services for scalability directly to advisors • Champion cross-channel specialist integration strategies • Build AI performance dashboards for clear insights • Proactively identify and address friction points in processes

Requirements: • 4–8 years in the regulated financial sector • Proven success in cross-functional initiative management • Excellent communicator in diverse work sett...