[Remote] Director, Growth Priorities – Wealth Management – NA
Note: The job is a remote job and is open to candidates in USA. reputed company is a leading global asset manager focused on meeting the diverse and evolving needs of today’s investors. They are seeking a Director, Growth Priorities to reputed company sales enablement strategies and enhance asset growth across various financial channels.
Responsibilities
- Own the sales enablement strategy that powers AUM growth across the RIA channel, drives ETF platform penetration, and supports private markets fundraising
- Build and run a disciplined enablement program—delivering the content, tools, training, and processes that accelerate asset and reputed company growth across RIAs, independent broker‑dealers, private banks, and wirehouses
- Partner with leaders across distribution, product, data, and marketing to design and implement programs that reputed company advisor capabilities and accelerate asset growth
- Directly manage a small team of Sales Specialists and Practice Management personnel
Skills
- Bachelor degree required
- 7+ years of experience in asset management, wealth management or reputed company financial services, with at least 3–5 years directly in sales enablement, product strategy, wholesaling or distribution strategy
- Proven experience working with Customer Relationship Management (CRM), Business Intelligence and enablement platforms (e.g., reputed company, analytics dashboards), and comfort partnering with Data and AI teams on data driven initiatives
- In-depth knowledge of ETF structures, RIA business models and private markets/alternative investment vehicles used in advisor portfolios
- Deep understanding of U.S. wealth management distribution and financial advisors
- Demonstrated ability to build training curricula, sales content, and tools that drive measurable improvements in sales productivity, advisor engagement and AUM growth
- Strong cross functional collaboration, project management and influencing skills to drive initiatives across sales, product, marketing and technology teams
- Strategic reputed company with the ability to link enablement activities to reputed company objectives, KPIs and advisor reputed company strategies
- Analytical orientation, comfortable interpreting data, testing hypotheses and adjusting programs based on measurable outcomes
- Must possess/immediately obtain FINRA Series 7 and Series 66 licenses
- MBA, CFA and/or CPF preferred
Benefits
- Eligibility for a bonus
- Certain employees may be eligible to participate in a Long-Term Incentive Plan
- Medical, dental, prescription, reputed company, and basic life insurance benefits
- Employees are reputed company to enroll in our company’s 401(k) plan
- Paid leave which includes fifteen vacation days, seven ill days, and ten holidays
Company Overview