Lead impactful strategic initiatives at Advisor Solutions by Purpose, focusing on wealth management growth. This position ensures effective execution of business strategies in a hybrid work environment.
As part of the leadership team, this role requires expertise in financial services and a knack for driving operational efficiency. With a minimum of 4 years' experience, you will convert strategic vision into actionable results. Your responsibilities will include guiding advisor consolidation and integrating service models across channels.
Key Responsibilities:
• Spearhead the advisor consolidation program and strategy
• Design and implement repeatable service models
• Accelerate integration of advisory services
• Develop AI-assisted performance dashboards
• Spot and resolve operational friction points
Requirements:
• 4+ years in wealth management or consulting
• History of leading cross-functional projects
• Exceptional written and verbal communication ...