Field Business Management, Associate / AVP

Role Overview

• Develop an in-depth understanding of the Advisor Legacy Program Policy to effectively support Field and Home Office Leadership in executing the program.
• Partner with the Field management leadership team to deliver program/policy changes across the Field organization.
• Manage Field inquiries from both Advisors and Managers and assist in deal valuations/enrollment execution, including award valuation model-building and contract creation.
• Day to day communication with FAs and managing pipeline of inbound inquiries regarding the ALP policy.
• Act as a liaison with risk, legal, technology and other cross-functional teams to facilitate the strategic execution of the program, ensuring alignment with organizational goals.
• Manage relationships with external vendors on competitive intelligence data.
• Collaborate with internal business partners to create innovative solutions that enhance program effectiveness and drive business success.
• Utilize advanced PowerPoint skills to create refined, visually compelling presentations for senior management and field presentations, ensuring clear communication of complex data.
• Ability to develop analytics from multiple streams of data, interpret and analyze trends, develop actionable insights and provide strategic recommendations for senior management.
• Modernize program analytics and KPI management automating recurring reporting and building scalable dashboards.
• Define and implement detailed process improvements, monitoring progress across key annual deliverables to ensure continuous enhancement of program efficiency.
• Create and manage AI Agents for ALP Program incorporating innovative business solutions.

Requirements

• 3-5 years of relevant experience, with significant exposure to Wealth Management
• Bachelor’s degree in business or a related field preferred, with a strong academic record
• Must possess Financial Services industry experience, knowledge of industry trends, and competitive advantages
• Strong strategic planning, finance, conceptual design, collaborative, and organizational skills
• Excellent written, verbal, and interpersonal communication skills, including presentation capabilities
• Advanced proficiency in MS Excel, PowerPoint, Word, and Adobe PDF
• Familiarity with Dataiku is a plus

Benefits

• Health insurance
• 401(k) matching
• Flexible working hours
• Paid time off
• Professional development opportunities