Senior Managing Director of Asset Management, Growth & Wealth Solutions
New
J
JobgetherAsset and wealth management
Fully remote position based in the United StatesFull-TimeDirector
SalaryAnnual base salary range of $300,000–$350,000, plus additional bonus incentives.
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Job Details
- Required Skills
- Cross-functional Team Leadership
Requirements
- Significant leadership experience in wealth management, asset management, investment solutions, enterprise strategy, product commercialization, or a related financial services discipline.
- Demonstrated success identifying growth opportunities and translating them into scalable solutions, go-to-market strategies, and measurable business results.
- Deep understanding of wealth management, including broker-dealers, banks, RIAs, wealth platforms, financial advisors, and distribution relationships.
- Experience developing, managing, or commercializing investment products, wealth solutions, technology-enabled offerings, data-driven services, or platform-based capabilities.
- Strong understanding of tax-aware investment strategies, separately managed accounts, customized models, direct indexing, portfolio construction, and advisor workflows.
- Business-case development skills, including market analysis, revenue opportunities, commercial economics, operating-model design, and performance measurement.
- Experience leading complex cross-functional initiatives and aligning diverse stakeholders in a financial services environment.
- Ability to develop commercialization strategies that support advisor adoption, demonstrate client value, strengthen partnerships, and increase utilization.
- Communication, presentation, negotiation, and relationship-building skills, including the ability to influence senior decision-makers and build consensus.
- Established external relationships and ability to engage with senior clients, financial institutions, advisors, and strategic partners.
- Bachelor's degree or equivalent professional experience required; an advanced degree or relevant industry credentials preferred.
Responsibilities
- Identify and evaluate growth opportunities using investment capabilities, technology, data, organizational scale, and client relationships.
- Translate enterprise priorities into business strategies, commercial plans, business cases, operating models, and measurable growth initiatives.
- Expand client relationships and develop partnerships with wealth managers, broker-dealers, banks, RIAs, wealth platforms, and other distribution partners.
- Connect investment management, technology, data, product development, and distribution capabilities to develop integrated solutions.
- Lead the development and market introduction of wealth solutions spanning investment management, tax management, customized models, retirement income, portfolio construction, technology, and advisor workflows.
- Shape tax-aware investing strategies involving SMAs, direct indexing, tax-loss harvesting, asset location, customized models, and household-level portfolio management.
- Assess market trends, competition, investor expectations, and advisor needs to define target markets, distribution strategies, and commercial models.
- Establish metrics for client value and performance, and use feedback and commercial data to guide product enhancements and cross-selling.
- Collaborate with teams across investments, product, technology, sales, marketing, operations, finance, legal, risk, and compliance to launch and scale initiatives.
- Build organizational alignment and represent the business with senior clients, industry stakeholders, and strategic partners.
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