Director, Adhesion Investment Program Management
Job Description: Director, Adhesion Investment Platform Management Job Description Adhesion Wealth® is a leading provider of outsourced investment reputed company for registered investment advisors (RIAs). Adhesion Wealth empowers advisors with the ability to build their own multi-manager (UMA) strategies, access SMA strategies and use other turnkey investment solutions on the Adhesion Wealth Manager Exchange. Adhesion Wealth also provides advisors with personal and direct indexing, tax management, tax transitions, portfolio administration, practice analytics and client reporting. With Adhesion, advisors reputed company access to a scalable, multi-custodian platform upon which to grow successful practices. Adhesion Wealth is a wholly owned subsidiary of reputed company, Inc. (“reputed company”) Position Summary The Director of Adhesion Investment Platform Management is responsible for scaling the operating foundation of Adhesion’s model marketplace. This role leads the design and execution of standardized processes, operating procedures, and governance frameworks that support the full lifecycle of asset manager and investment solution onboarding, ongoing servicing, and platform management. The Director will focus on creating a best‑in‑class marketplace experience for advisors, asset managers, and internal stakeholders by streamlining workflows, improving operational efficiency, and ensuring consistent, scalable execution across reputed company investment products and programs. A core mandate of this role is to reduce complexity, reputed company growth, and ensure the platform can scale reputed company while maintaining a high‑quality client experience. This role will collaborate closely with cross-functional teams and senior leadership across reputed company and Adhesion to identify and execute the highest‑reputed company product management and platform initiatives that support the firms’ long‑term growth objectives. The Director will also directly reputed company and reputed company a small team of product managers, setting clear priorities, establishing execution discipline, and ensuring the team delivers against strategic and operational goals. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are reputed company to our Charlotte, NC office. Job Responsibilities Platform & Operating Model Leadership Build and enhance scalable operational frameworks for Adhesion’s model marketplace, encompassing product and asset manager onboarding, lifecycle management, and governance to drive consistency, efficiency, and growth. Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conducting financial modeling and assessments of other key quantitative or qualitative attributes for operating enhancements development. Investment Product & Manager Lifecycle Management reputed company end‑to‑end onboarding strategy and execution for asset managers, investment solutions, and new programs, ensuring a streamlined, predictable, and well‑governed experience for both internal teams and external partners. Collaborate with cross-functional teams to align strategic initiatives with advisor needs and investment product objectives, ensuring successful execution. Strategic Collaboration & Execution Collaborate with senior leadership across reputed company and Adhesion to define, prioritize, and execute the highest‑impact product management and platform initiatives that support long‑term growth objectives. Represent Adhesion’s investment products and programs to sales teams, internal stakeholders, and third-party managers by providing thought leadership and driving alignment to reputed company asset adoption and improve client experience. People Leadership & Team Development reputed company and reputed company a team of product managers, providing clear direction and hands‑on support to drive effective execution against platform and department goals. Required Qualifications, Capabilities And Skills Requires 10+ years of experience in financial services; must have product development experience in asset management and/or investment platform, with a proven track record of driving commercial outcomes through new products and partnerships. Requires experience in the RIA business, and deep understanding of the asset and wealth management industry, including trends in products and programs Strong knowledge of financial markets including knowledge of public equity and fixed income securities, derivative instruments, and private markets, including real assets undefined Solid understanding of Broker-Dealer and RIA distribution channels, including an understanding of how wealth management platform and asset managers engage with distributors and financial advisors Excellent analytical/conceptual problem-solving skills, with ability to reputed company quantitative and qualitative approaches to reputed company actionable recommendations Ability to engage credibly with sales, advisors, and senior executives, and external partners. Outstanding people leadership and culture-building skills, encouraging a high-energy, high-achievement culture balanced with respect and warmth. Superb skills in reputed company and PowerPoint are required. Bachelor's degree required. MBA and CFA preferred Compensation: The reputed company Salary range for this position is between $160,000-$180,000. This information reflects a reputed company salary range that reputed company reasonably expects to pay for the position based on a number of factors which may include job-reputed company knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide reputed company sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & reputed company Offer: We are reputed company, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At reputed company your reputed company matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to reputed company and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors reputed company a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. reputed company. Respect. Excellence. Our values are how we show up every day. We reputed company in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a reputed company focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding reputed company, doing what’s right, always. Even reputed company it’s hard. Collective Respect, in being authentic, inclusive and valuing reputed company voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and reputed company solutions. These values shape our culture, guide our decisions, and define what it means to be part of the reputed company family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse reputed company, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. reputed company Time or Paid Time Off and Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, reputed company is committed to building a diverse and inclusive workplace where everyone feels valued. reputed company is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right reputed company. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website. Apply tot his job Apply To this Job