Take charge of wealth strategy execution with Advisor Solutions by Purpose. This role bridges strategic initiatives and operational efficiency, ensuring impactful growth in advisor consolidation.
Advisor Solutions by Purpose seeks a driven professional to lead wealth growth initiatives. With 4–8 years in financial services or strategy consulting, this position demands someone skilled in cross-functional collaboration and AI utilization. You will design processes that integrate advisory channels and create performance dashboards.
Key Responsibilities:
• Own the advisor consolidation program from start to finish
• Operationalize scalable service models for advisors
• Drive integration of advisory and investor channels
• Curate and govern AI-assisted performance analytics
• Identify and redesign processes under growth pressure
Requirements:
• 4–8 years in wealth management or strategy consulting
• Proven ownership of cross-functional initiatives
• Strong c...