FINRA Series 65 Licensed Director

Job Summary

A company is looking for an Advisor Advice Solutions & Partnerships Director.

Key Responsibilities

• Build and manage a forward-looking Advisor Managed Accounts (AMA) pipeline across partner firms and intermediary channels
• Develop and maintain AMA scorecards to measure penetration, adoption, satisfaction, and revenue growth
• Act as the primary liaison between field feedback and product development to influence roadmap priorities

Required Qualifications

• Bachelor's degree required
• 10-15 years of experience in institutional asset management, managed accounts, or advisor platform strategy
• 3-5 years of leadership or people management experience
• FINRA Series 65 required within corporate-established timelines
• Deep expertise in managed account structures and intermediary/consultant markets