Senior Managing Director of Asset Management, Growth & Wealth Solutions

📋 Description

• Identify and evaluate opportunities to accelerate growth by leveraging investment capabilities
• Translate enterprise priorities into actionable business strategies, commercial plans, business
• Expand existing client relationships and develop new partnerships with wealth managers
• Connect capabilities across investment management, technology, data, product development, and
• Lead the development and market introduction of integrated wealth solutions spanning investment
• Shape strategies for tax-aware investment solutions by integrating tax intelligence, separately

🎯 Requirements

• Significant leadership experience in wealth management, asset management, investment solutions
• Demonstrated success identifying growth opportunities and translating them into scalable solutions
• Deep understanding of the wealth management ecosystem, including broker-dealers, banks, RIAs
• Proven experience developing, managing, or commercializing investment products, wealth solutions
• Strong understanding of tax-aware investment strategies, separately managed accounts, customized
• Strong business-case development skills, including market analysis, revenue opportunities

🎁 Benefits

• Competitive Executive Compensation: Annual base salary range of $300,000–$350,000, plus additional
• Comprehensive Healthcare: Medical, dental, vision, prescription, and wellness benefits.
• Mental Health Support: Access to an Employee Assistance Program (EAP) and resources supporting
• Flexible Spending Accounts: Access to flexible spending account (FSA) options for eligible
• Retirement Savings: A 401(k) retirement plan with employer matching contributions.
• Insurance Coverage: Life and disability insurance, with premiums paid for base coverage.