Inv Strat Tm Program Director

Responsibilities

• Lead and develop a 6–10 person centralized Investment Strategy team supporting clients outside of branch-based advisor relationships
• Oversee inbound/outbound client engagement, portfolio guidance, and service delivery standards
• Ensure consistent investment messaging and alignment with firm strategy and product offerings
• Monitor performance metrics, productivity, and client satisfaction outcomes
• Partner with product and research teams to deliver timely investment insights
• Lead the Junior Advisor program, including onboarding, training, coaching, and career development pathways
• Establish structured development programs to build future Private Wealth Advisors
• Provide ongoing mentorship and performance management for emerging advisor talent
• Support recruiting efforts and integration of new advisor talent into the platform
• Lead Insurance Consultants aligned to Community Banking markets
• Drive integration of insurance solutions into broader client financial planning strategies
• Partner with retail and commercial leadership to expand insurance penetration
• Ensure alignment with compliance standards and product suitability requirements
• Oversee Direct-to-Consumer (DTC) wealth initiatives and client engagement strategies
• Partner with digital, marketing, and product teams to enhance client acquisition and onboarding
• Ensure a seamless client journey across digital and advisor-supported channels
• Identify opportunities to expand and scale DTC capabilities

Qualifications And Education Requirements

• Bachelor’s degree in Finance, Business, or related field required
• 7–12+ years of experience in wealth management, advisory platforms, or financial services
• Experience leading diverse teams and multiple client delivery channels preferred
• Strong understanding of investment products, advisor compensation, and operational workflows
• Experience with LPL Financial or similar broker-dealer platform preferred
• Demonstrated ability to lead strategic initiatives and scale programs
• Strong communication and stakeholder management skills
• Knowledge of regulatory and compliance considerations
• Willingness to travel as needed