Manager, Pooled Wealth Management

Job Summary

A company is looking for a Manager, Pooled Wealth Management & Fee-Based Planning.

Key Responsibilities

• Launch and lead innovative advice services utilizing AI
• Design and iterate on client experience and operational workflows
• Collaborate with cross-functional teams to bring new services to market

Required Qualifications

• Experience in launching or scaling client-facing services in a fast-paced environment
• Strong understanding of service design and client experience delivery
• Minimum of 2 years managing high-performing teams
• Experience with AI and automation to enhance service delivery
• Background in consulting, consumer tech, healthcare, or education is welcome