6 дней назад
Sr Manager, Business Consulting and Education Team- Thought Leadership & Program Development
102 000 - 149 700$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Manager, Business Consulting and Education Team- Thought Leadership & Program Development (Financial Services): Developing practice management thought leadership and scalable education programs for independent advisory firms with an accent on research, long-form authorship, and actionable industry insights. Focus on designing repeatable programs, shaping market-facing points of view, and producing white papers, articles, executive messaging, and presentations through highly iterative collaboration.
Location: Onsite in Orlando, Florida, or Westlake, Texas
Salary: USD $102,000–$149,700 per year, plus bonus or incentive opportunities.
Company
Advisor Services provides custody, trading, technology, and practice management services to registered independent advisory firms.
What you will do
- Lead the development and execution of thought leadership initiatives focused on practice management for independent advisory firms.
- Research industry topics, interview clients and subject matter experts, and develop actionable points of view with senior leaders.
- Author and produce white papers, byline articles, digital content, infographics, executive messaging, and speaking materials.
- Design scalable, repeatable programs and processes that maintain quality and alignment across teams and business units.
- Develop go-to-market strategies using webcasts, event presentations, interactive workshops, and consulting engagements.
- Collaborate with sales, marketing, public relations, compliance, events, external partners, industry experts, and clients.
Requirements
- 7–10 years of relevant experience.
- Exceptional writing skills, including the ability to author original white papers, articles, and other thought leadership assets.
- Ability to research, synthesize, and translate client perspectives, executive insights, industry trends, analytics, and expert input into actionable content.
- Strong project management skills, with the ability to manage multiple projects and deadlines in a fast-paced, matrixed environment.
- Creativity, attention to detail, rigorous quality standards, and the ability to work effectively through iterative reviews.
- Experience in financial services, wealth services for advisors, practice management, or consulting is desirable; an MBA is preferred.
Culture & Benefits
- Regular in-office collaboration is emphasized for this role.
- Health, dental, and vision insurance.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.
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