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About the Role
The Manager, Investment Solutions serves as a senior strategic advisor and business development leader responsible for driving the adoption, utilization, and commercial success of Sanctuary's Home Office and Third-Party investment solutions across its network of independent wealth management firms. This individual will serve as a trusted consultant to financial advisors, Strategic Alliance Partners, and Home Office solution teams to increase awareness, engagement, utilization, and business results.
Responsibilities
- Serve as a subject matter resource on Sanctuary's Home Office and Third-Party solutions and resources.
- Educate advisors and partner firms on available solutions, services, and value-added capabilities.
- Drive awareness, utilization, and adoption through proactive outreach and ongoing follow-up.
- Conduct educational meetings with partner firms via Teams, in-person office visits, and national conferences.
- Distribute marketing materials and educational content developed by IASG and solution teams.
- Meet or exceed established sales and adoption goals.
- Drive product adoption and business growth across Sanctuary's solution and Third-Party offerings.
- Identify opportunities to align advisor’s needs with Home Office capabilities.
- Collaborate with solution leaders to develop targeted adoption strategies.
- Influence advisor behavior and drive measurable business outcomes.
- Maintain accurate CRM documentation of strategic advisor relationships, business development opportunities, pipeline activity, and follow-up initiatives.
- Develop and monitor key performance indicators to evaluate investment solution adoption, advisor engagement, pipeline development, revenue influence, and overall business performance.
- Partner with the Data Analytics team to develop and maintain adoption dashboards and executive-level performance reporting.
- Analyze the relationship between advisor engagement, solution utilization, and measurable business outcomes.
- Translate performance data and market intelligence into actionable recommendations for senior leadership, identifying opportunities to accelerate growth and improve platform effectiveness.
- Present strategic insights, business development progress, and performance results to executive leadership and key stakeholders.
- Develop and maintain trusted relationships with senior financial advisors, partner firm principals, investment committees, and executive leadership.
- Serve as a strategic liaison between partner firms, investment solution providers, Strategic Alliance Partners, and Sanctuary's Home Office leadership.
- Collaborate with Investment Management, Alternative Investments, Strategic Partnerships, Marketing, and other business units to align platform capabilities with advisor needs and organizational growth priorities.
- Identify recurring advisor feedback, market trends, and competitive insights to inform the continued development and positioning of Sanctuary's investment solutions platform.
- Lead cross-functional initiatives designed to improve advisor engagement, strengthen partner relationships, and expand platform adoption.
Requirements
- Bachelor's degree in Business, Finance, Marketing, Communications, or a related field.
- 8+ years of experience in wealth management, financial services, business development, relationship management, or a client-facing consulting role.
- Demonstrated success building relationships and influencing business outcomes in a consultative environment.
- Expertise in investment products, portfolio construction, asset allocation, and investment strategies across traditional and alternative asset classes.
- Demonstrated success driving investment solution adoption, business development initiatives, revenue growth, or measurable outcomes within a complex financial services environment.
- Strong understanding of the independent wealth management ecosystem, including RIAs, broker-dealers, asset managers, custodians, and third-party investment solution providers.
- Executive-level communication and presentation skills, with the ability to influence senior stakeholders, facilitate sophisticated investment discussions, and communicate strategic recommendations effectively.
- Experience utilizing CRM platforms to manage relationships, pipeline activity, and reporting.
- Ability to travel as needed for advisor meetings, conferences, and partner firm visits.
- Advanced degree, such as a Master of Business Administration (MBA), with an emphasis in Finance, Investment Management, or a related discipline.
- Professional investment or financial planning designation, such as CFP®, CFA®, CIMA®, or CPWA®.
- Experience consulting with high-net-worth and ultra-high-net-worth wealth management practices on investment solutions, portfolio construction, and platform utilization.
- Experience within an RIA aggregator, wealth management platform, TAMP, asset manager, or investment solutions distribution organization.
- Established relationships within the independent financial advisor ecosystem, including RIAs, asset managers, custodians, and investment solution providers.
Skills
- Wealth management
- Portfolio construction
- Investment products
- Independent advisor ecosystem
- Technical investment expertise
- Executive-level relationship management
- Strategic business development
- Financial advisor influence
- Business leader influence
- CRM platforms
- Data Analytics
- Market intelligence
- Investment Management
- Alternative Investments
- Strategic Partnerships
- Marketing
Location
- Chicago, IL
- New York City, NY
- Miami, FL
- Omaha, NE
- San Antonio, TX
Work Type
- On-Site (Mon-Thurs)
- Hybrid work schedule
Experience Level
- 8+ years of experience
Education Level
- Bachelor's degree in Business, Finance, Marketing, Communications, or a related field.
- Master of Business Administration (MBA)
- CFP®
- CFA®
- CIMA®
- CPWA®
Salary/Compensations
- $170,000 - $200,000
- 10% annual bonus eligibility
Benefits
- Medical, dental, and vision insurance options
- Health Savings Account (HSA) programs
- Employer-paid life and disability insurance
- Wellness initiatives and preventative care support
- 401(k) retirement plan with company match
- Employee referral bonus program
- Unlimited paid time off (PTO) package
- Paid company holidays
- Paid parental leave
- Ongoing learning and development opportunities
- Professional certification and continuing education support
- Career growth and internal mobility opportunities
- Access to mentorship and leadership development programs
- Company-sponsored events and employee engagement activities
- Technology and equipment support for applicable roles
- Inclusive and collaborative workplace culture
- Volunteer and community engagement opportunities
About the Company
- Sanctuary's Home Office and Third-Party investment solutions across its network of independent wealth management firms.
- Sanctuary's solution and Third-Party offerings.
- Sanctuary's investment solutions platform.