Strategic Platform Manager

Job Description

Lead end-to-end execution of advisor development programs, ensuring high-quality delivery across all components.
Manage program logistics including planning, coordination, communication, and advisor member experience.
Ensure consistency and scalability across programs, both virtual and in-person.
Partner with Strategic Platform Development leadership to support the evolution and strategic direction of practice management programs.
Identify opportunities for enhancements, new initiatives, and increased platform impact.
Provide input into platform strategy based on field feedback, data insights, and program performance.
Sell enablement & internal engagement:
Collaborate with sales management and internal stakeholders to implement platform aspects of organizational initiatives.
Support internal teams with tools, communication, and training to drive awareness and utilization.
Act as a subject matter resource for platform-related questions and program membership.
Represent platforms in interactions with internal stakeholders and external partners, contributing to a consistent and professional presence.
Gather feedback from advisors, wholesalers, and wholesaling management to inform program improvements.

Qualifications

Experience 4–7+ years of experience in program management, sales enablement, training, or related roles.
Experience in financial services, wealth management, or insurance strongly preferred.
Experience supporting or contributing to strategic initiatives or program development.
Exposure to advisor-facing or sales-driven environments preferred.

Skills & Capabilities

• Strong organizational and program management skills with the ability to manage multiple initiatives simultaneously.
• Ability to contribute to strategic discussions and translate ideas into execution.
• Strong communication and presentation skills.
• Comfortable working cross-functionally and influencing without direct authority.
• Analytical mindset with the ability to interpret data and generate insights.
• Proficiency with CRM systems, Microsoft Office, and program management tools.

Key Attributes

• Strategically curious: Brings ideas and identifies opportunities for improvement.
• Execution-focused: Delivers high-quality programs with attention to detail.
• Collaborative partner: Works closely with leadership and cross-functional teams.
• Credible communicator: Able to represent the platform professionally.
• Adaptable: Thrives in a fast-paced, evolving environment.

Success Metrics

• Program execution quality and consistency.
• Platform adoption and engagement levels.
• Stakeholder (internal + external) satisfaction.
• Quality of insights and contributions to platform evolution.
• Efficiency and scalability of program delivery.

What AmeriLife Offers

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.