Senior Manager, Head of Advice Practice Strategy

Responsibilities:

• Hires, evaluates, and supervises a team of Practice Strategists. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
• Builds deep relationships with leaders throughout the Advice ecosystem including across sites, departments, divisions, and internal and external partners (e.g., CDAO, DnA, Marketing). This allows for holistic approach to shaping the advice business. Examples include aligning advisor and digital channels, as well as advisor practices informing leadership insights.
• Oversees the development and implementation of Practice Strategy, book management, distribution-related strategies, as well as associated system/process development efforts. Works with aligned Advice Leaders in the implementation approach with an emphasis on effective change management associated with the delivery of each of these key bodies of work.
• Manages key stakeholder relationships to ensure clarity and buy-in are obtained throughout the implementation of each body of work. Maintains close connections with Regional Directors and Senior Managers to enable early identification of challenges so that action can be taken to address.
• Partners closely with AWM Client Health Senior Manager to ensure positive impact on the client experience and client financial outcomes (including tool/feature adoption to ensure delivery of the full breadth of the Advice offer). Develops targeted 'campaigns' to address these gaps in feature/offer delivery to support advisors and leaders in increasing utilization of these offer components. Client retention, NPS/CSAT, and relationship growth (i.e. assets, tools/features, offer adoption) will be areas of particular focus for this leader as indicators of our perceived value with Advice clients.

• Minimum of eight years related business experience, with at least four years of project/program management experience. Previous people-leadership experience preferred.
• Undergraduate degree or equivalent combination of training and experience required.
• Prior experience within the Advice business; CFP designation preferred.
• Experience leading strategy consulting, business transformation, or target-operating-model design in wealth/asset management.
• Ability to leverage data-driven insights-analytics, forecasting, and dashboards-to inform practice strategy and performance management.
• Leading change across highly matrixed organizations with multiple partner groups (technology, marketing, compliance, analytics, product).
• Excellent written, verbal, and presentation skills with the ability to influence senior management and articulate complex strategies clearly.