14 дней назад
AVP, Growth Program Operations
99 704 - 166 139$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
AVP, Growth Program Operations (Wealth Management): Scaling advisor referral and financial education partnership programs by building repeatable processes, operational infrastructure, metrics, and service-level standards with an accent on advisor experience, compliance, and cross-functional execution. Focus on managing program growth, coordinating Compliance, Licensing, Onboarding, and Compensation, and using data to maintain service quality as volume increases.
Location: Fort Mill/Charlotte, United States
Salary: $99,704.00–$166,139.00 per year
Company
is a U.S. wealth management firm supporting financial advisors and institutions with affiliation models, investment solutions, fintech tools, and practice management services.
What you will do
- Lead the design, policy, process, and advisor experience for a newly acquired advisor referral network program.
- Manage operational execution for an employer-based financial education and advice partnership from requirements scoping through steady-state delivery.
- Design repeatable processes and infrastructure to support significant increases in program volume.
- Establish metrics, reporting, and service-level standards to monitor program health and identify issues early.
- Coordinate execution across Compliance, Licensing, Onboarding, and Compensation for compensated-referral arrangements.
- Align cross-functional stakeholders on priorities, capacity, and operational tradeoffs.
Requirements
- Bachelor’s degree in Business, Finance, Strategy, Operations, or a related field.
- 6+ years of experience in program management, business operations, or a related role, including scaling programs or processes through significant volume increases.
- 6+ years of experience leading cross-functional execution in a matrixed environment.
- 2+ years of experience in wealth management and working knowledge of how financial advisors grow their businesses.
- Strong process design, prioritization, stakeholder management, analytical, problem-solving, and communication skills.
Nice to have
- Experience managing advisor-facing programs.
- Familiarity with compliance considerations for compensation referrals, including solicitor and promoter arrangements.
- PMP, Lean, or Six Sigma certification or credential.
Culture & Benefits
- Collaborative, team-oriented environment focused on continuous improvement and client experience.
- 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
- Resources and autonomy to make an impact while supporting financial advisors and their clients.
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