Offer Manager, Advisory Services
About the role
The Offer Manager, Advisory Services oversees the day-to-day operation, stability, and scalability of our advisory offers and programs. This role ensures that all operational components supporting the offers—onboarding, trading, billing, reporting, compliance, and servicing—function effectively and consistently.
Responsibilities
Owns steady-state operations for assigned advisory offers, ensuring all processes execute reliably at scale
Maintains a holistic view of end-to-end workflows (e.g., onboarding, account setup, trading, fee billing, reporting, servicing)
Ensures operational readiness and stability across all supporting functions and platforms
Identifies and mitigates process gaps, control weaknesses, and operational risks
Drives consistency and adherence to defined processes, minimizing reliance on exceptions
Oversees critical operational flows across systems and partners (internal and external vendors)
Establishes and maintains clear process documentation, controls, and operating procedures
Defines and monitors operational KPIs (e.g., cycle times, error rates, break volumes, manual touchpoints)
Led regular operations reviews/governance forums to track performance, risks, and dependencies
Ensures alignment across teams on roles, responsibilities, and escalation paths
Serves as central point of coordination for issue identification, triage, and resolution
Drives root cause analysis and partners with stakeholders to implement sustainable fixes
Tracks and prioritizes operational enhancements and process improvements
Reduces operational friction by improving automation, reducing manual work, and standardizing processes
Maintains a forward-looking view of emerging risks and capacity constraints
Cross-functional Coordination
Partners across Operations, Technology, Sales, Marketing, Legal, Compliance, and Finance to ensure seamless execution
Facilitates alignment across interdependent teams and systems
Manages dependencies across internal functions and external providers (e.g., custodians, asset managers, platforms)
Drives clarity on ownership, accountability, and decision-making frameworks (RACI)
Performance Monitoring & Reporting
Makes ongoing offer performance from an operational perspective (not just financials)
Develops reporting to provide visibility into processing volumes, errors, client impacts, and service levels
Surfaces risks, trends, and insights to leadership with clear action plans
Supports leadership reporting with operational metrics and readiness assessments
Change Implementation & Readiness
Ensures operational readiness for enhancements, new capabilities, and regulatory changes
Validates impacts to existing workflows and coordinates implementation across teams
Supports controlled rollout of changes while maintaining stability of BAU operations
Ensures documentation, training, and controls are updated accordingly
Qualifications
Bachelor’s degree or equivalent combination of education and relevant experience
5+ years of total relevant work experience in offer management, product management, consulting, strategy, or a related discipline
FINRA Series 7 and Series 66 licenses required, with required licenses to be obtained and maintained within six (6) months of assuming the role
Preferred
Demonstrated ability to manage multiple initiatives, analyze data, and communicate insights clearly to diverse stakeholders
Experience supporting advisory, consulting, or client-focused financial services offerings
Proven track record of researching, identifying, and prioritizing market and client needs
Strong analytical and strategic thinking skills with the ability to translate insights into actionable recommendations
Ability to work effectively across functions and influence without formal authority
FINRA Requirements
FINRA licenses are required and will be supported for this role
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
Commitment to Diversity, Equity, and Inclusion
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.