FINRA Series 65 Licensed Director
VirtualVocationsIrving, Texas, United Statesjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
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
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Director • Irving, Texas, United States
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