Manager of Wealth Innovation and Strategy

Join Advisor Solutions by Purpose as the Manager of Wealth Innovation and Strategy. Lead impactful projects that shape the future of financial services in a flexible work environment.
This role is essential for translating strategic directives into measurable outcomes, working closely with the VP Client Experience and Strategy. As a driver of innovation, you will focus on advisor consolidation, operationalizing service delivery, and enhancing cross-channel integration. Your role will demand a results-oriented mindset coupled with the ability to construct effective AI governance.
Key Responsibilities:
• Implement advisor consolidation for AUM growth
• Turn Direct-to-Advisor models into repeatable processes
• Foster integration between advisory functions
• Design AI-enabled dashboards for leadership oversight
• Remove friction points in vital processes before escalation
Requirements:
• 4–8 years in strategy consulting or financial services
• Proven success i...