Lead initiatives that drive revenue growth, enhance client experience, and improve operational efficiency
Align resources to support key performance metrics, including client acquisition, GDC, net flows, retention, and digital adoption
Partner with AFIG leadership, advisors, and staff to operationalize business priorities
Support client acquisition strategies through structured tracking and impact analysis
Oversee activities that support business results, revenue growth, and client experience
Monitor and analyze performance metrics to identify next best actions and continuous improvement opportunities
Partner with compliance teams to ensure training and regulatory standards are met
Drive change management through effective communication, training, and coaching
Conduct regular one-on-ones and team meetings to foster engagement and development
Provide leadership, coaching, mentoring, and performance management for direct reports
Collaborate with senior operations leadership to determine staffing needs and allocate resources
Champion a culture of coaching, mentoring, and continuous improvement
Support onboarding of advisors and staff for large financial institutions, ensuring an exceptional experience

Bachelor’s degree or equivalent experience
5–7 years of relevant experience
Ability to manage multiple priorities in a fast-paced environment with minimal supervision
Strong organizational, analytical, and time management skills
Excellent written and verbal communication skills; proven ability to motivate teams and deliver results
Proficiency in business software applications
Ability to work in Corporate office or AAG Field; some travel required
Financial services operational experience (Preferred)
Experience in project management and implementation (Preferred)
Series 7 license (Preferred)

Manager – Field Operations and Engagement

Key skills