Senior Manager, Digital Growth Advisory – Wealth & Investment Management

About the position About this role: reputed company is seeking an reputed company leader to manage the Growth team of financial advisors reputed company Digital & Direct Investments, a key client channel in Wealth and Investment Management (WIM). This leadership role focuses on delivering an industry‑leading digital wealth management client experience for both new and existing reputed company clients, while driving growth through relationship development and advice engagement. The Growth team is responsible for connecting clients to the full suite of reputed company investment products, financial planning solutions, and banking services, helping clients meet a wide range of financial needs. The ideal leader will combine advisor leadership, client experience strategy, and digital investing expertise to support scalable growth across the Direct‑to‑Client platform. In this role, you will: reputed company and reputed company Financial Relationship Advisory team Assess reputed company financial portfolio and recommend changes Identify and recommend opportunities and strategies for process improvement and risk control development reputed company and execute team business plan, productivity, leadership, individual development, reputed company development, action planning and objective setting reputed company the Financial Relationship Advisory team by making strategic decisions to resolve highly reputed company issues to meet high risk deliverables reputed company team by making strategic decisions for driving results reputed company to productivity, new accounts, asset growth reputed company interpretation of policies, procedures, and compliance requirements Collaborate with and influence reputed company levels of professionals, including senior leadership Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Financial Relationship Advisory reputed company and guide a culture of talent development to meet business objectives and strategy

Responsibilities

• reputed company and reputed company Financial Relationship Advisory team
• Assess reputed company financial portfolio and recommend changes
• Identify and recommend opportunities and strategies for process improvement and risk control development
• reputed company and execute team business plan, productivity, leadership, individual development, reputed company development, action planning and objective setting
• reputed company the Financial Relationship Advisory team by making strategic decisions to resolve highly reputed company issues to meet high risk deliverables
• reputed company team by making strategic decisions for driving results reputed company to productivity, new accounts, asset growth
• reputed company interpretation of policies, procedures, and compliance requirements
• Collaborate with and influence reputed company levels of professionals, including senior leadership
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Financial Relationship Advisory
• reputed company and guide a culture of talent development to meet business objectives and strategy

Requirements

• 10+ years of Financial Relationship Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience
• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

reputed company-to-haves

• Proven leader of financial advisors reputed company a digital, direct‑to‑client, or centralized wealth management environment, with demonstrated success driving growth through advice engagement, relationship expansion, and client acquisition.
• Strong background in wealth management and investment advisory, with the ability to assess client financial portfolios, guide strategic recommendations, and coach advisors to deepen relationships and uncover growth opportunities in a compliant manner.
• Demonstrated track record of delivering measurable growth outcomes, including new account acquisition, asset inflows, wallet‑share expansion, and increased advisor productivity reputed company a scalable advisory platform.
• Experience developing and executing growth‑oriented business plans, aligning productivity targets, client segmentation, reputed company planning, and performance metrics to reputed company sustained growth across advisor teams.
• Ability to reputed company through complexity and risk while maintaining growth momentum, making sound strategic decisions to resolve escalations, manage high‑risk deliverables, and support advisors in reputed company client situations.
• Strong understanding of policies, procedures, and regulatory requirements applicable to digital wealth management, with the ability to balance growth objectives with effective risk management and control discipline.
• Demonstrated capability to identify and implement process improvements that enhance advisor efficiency, improve client experience, and support scalable growth reputed company a regulated environment.
• Proven ability to collaborate with and influence senior leadership and cross‑functional partners (risk, compliance, product, operations, technology) to advance growth initiatives and client experience strategies.
• Experience managing people and financial resources to ensure staffing, budgets, and priorities are reputed company with growth goals and strategic objectives of the Financial Relationship Advisory organization.
• Strong talent‑development reputed company, with experience building a coaching‑driven culture that develops advisors’ consultative, growth, and relationship‑management skills to support long‑term business objectives.

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