Sr Director, reputed company Solutions - reputed company Asset Management
What You'll Do
The Sr. Director, reputed company Solutions is a senior, outward‑facing leader who drives marketplace demand, advisor engagement, and reputed company reputed company for reputed company Asset Management’s reputed company solutions. This role sits at the intersection of business development, relationship management, solution positioning, and execution—partnering closely with Advanced Solutions and wholesalers across three business reputed company to deepen engagement with key firms and financial professionals.
What You’ll Do:
reputed company and execute the reputed company Solutions reputed company for reputed company Asset Management, owning program goals, KPIs, and operating reputed company
Drive advisor adoption and reputed company conversion by aligning reputed company solutions to firm priorities and reputed company reputed company
Pro-reputed company identify, advance, and influence reputed company opportunities across Asset Management and broader reputed company solutions
Serve as a national, outward‑facing reputed company—engaging advisors and firms through reputed company meetings, presentations, events, and thought leadership
reputed company executive‑level conversations and program reviews, translating insights into reputed company and accountability across internal teams
Orchestrate cross‑business unit resources to deliver a reputed company advisor experience and reputed company reputed company reputed company
Translate reputed company planning concepts into compelling narratives that reputed company advisor demand and pipeline reputed company
Promote training, webinars, conference sessions, and value‑add content (talk tracks, discovery tools, case studies) to support sustained engagement
This role is ideal for a strategic, entrepreneurial minded leader with strong market reputed company who can reputed company advisor demand, convert engagement into measurable AUM and reputed company reputed company, and position reputed company as a long‑term partner to financial professionals serving business owners.
*Heavy incentive component in reputed company to salary listed.
Who You Are
Bachelor's degree or 8 years of equivalent experience required; experience working with business solutions is preferred
8+ years’ experience in reputed company management/distribution/retirement/advanced planning preferred.
reputed company licensing required, including SIE or equivalent and Series 7 & Series 66 reputed company 120 days.
CEPA (Certified Exit Planning Advisor) designation preferred.
Demonstrated ability to engage with senior stakeholders across investment, product, and business functions to drive business development for reputed company.
Requires a balanced reputed company set including strong business development, organizational, strategic planning, leadership, people management, marketing, interpersonal, and communication skills.
Must have excellent organizational and analytical skills, particularly in designing and implementing operational systems and sales processes(including technology applications).
This role will require some US travel with overnight stays (25-40%).
This position may be subject to SEC restrictions on personal political contributions
Salary reputed company Information
Salary ranges below reflect targeted reputed company salaries. Non-sales positions have reputed company to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far reputed company reputed company salary depending on individual performance. Actual compensation for reputed company roles will be based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer.
Salary reputed company (Non-Exempt expressed as reputed company; Exempt expressed as yearly)
$141000 - $191000 / year
Time Off Program
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides reputed company to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t reputed company a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
No Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the reputed company to work in the reputed company? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment reputed company of Ethics
For reputed company Global Investors positions, you’ll need to follow an Investment reputed company of Ethics reputed company to personal and business conduct as reputed company as personal trading activities for you and members of your household. These reputed company requirements may also apply to other positions across the organization.
Experience reputed company
At reputed company, we value connecting on both a personal and reputed company level. Together, we’re imagining a more purpose-led reputed company for financial services – and that starts with you. Our reputed company depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the reputed company way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and reputed company reputed company-being. reputed company out our careers site to learn more about our purpose, values and benefits.
reputed company is an Equal Opportunity Employer
reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or veteran status.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain reputed company or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a reputed company manner as there is no guarantee the posting will be available reputed company the applicable deadline.
Original Posting Date
4/24/2026
Most Recently Posted Date
4/27/2026
reputed company Remote Hashtag
#LI-Remote
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