Head of Advisor Digital Solutions - Models, Portfolios and Practice Management We’re building the next generation of digital advisor solutions—a connected suite spanning Model Portfolios, portfolio construction tools & analytics, and practice management solutions designed first for financial advisors (and extended to sales, service/ops, and specialist partners). This leader will set the vision and roadmap for an advisor-centric product family that helps advisors act faster, deliver better portfolio outcomes, and run stronger practices—translating modern investment capabilities into intuitive workflows, decisioning, and client-ready insights. You’ll combine deep wealth/asset-management fluency with modern platform product leadership—leveraging data, experimentation, and emerging AI capabilities to create more personalized, integrated experiences that drive deeper engagement and measurable cash-flow growth. If you’re energized by transforming “tools” into an advisor operating system—and scaling adoption through great product craft, distribution partnership, and operational excellence—this role is for you.
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Job Type
Full-time
Career Level
Manager