FINRA Series 65 Licensed Director

A company is looking for an Advisor Advice Solutions & Partnerships Director.

Key Responsibilities

Build and manage a forward-looking Advisor Managed Accounts (AMA) pipeline across partner firms and intermediary channels

Develop and maintain AMA scorecards to measure penetration, adoption, satisfaction, and revenue growth

Act as the primary liaison between field feedback and product development to influence roadmap priorities

Required Qualifications

Bachelor's degree required

10-15 years of experience in institutional asset management, managed accounts, or advisor platform strategy

3-5 years of leadership or people management experience

FINRA Series 65 required within corporate-established timelines

Deep expertise in managed account structures and intermediary / consultant markets