Division Manager, CCD

Responsibilities

• Manage and nurture centralized relationships with CCD clients and financial advisors
• Create and deliver engaging presentations at conferences and home office events
• Promote CCD resources and services to enhance client engagement
• Develop and execute marketing campaigns to boost platform adoption
• Oversight communication strategies to raise CCD platform awareness
• Lead or participate in strategic planning and analysis for CCD platform
• Conduct competitive landscape surveys for high net worth vendor relationships
• Manage development projects to enhance service offerings and advisor satisfaction

Qualifications

• Bachelor's Degree in finance, marketing, or business-related field
• 10-15 years of product management experience in financial services
• Practical knowledge of wealth management and financial planning
• Experience with investment products and high net worth delivery models
• SIE and Series 7 certifications

Benefits

• Medical, dental, and vision insurance
• Life insurance options
• Disability benefits
• Retail savings plans
• Paid time off including vacation, holidays, and sick leave
• Parental leave
• Additional optional benefits like critical illness and accident insurance

Pay

$100,000 – $130,000 annually

Schedule

Remote - US based candidates only, no visa sponsorship available