What is the opportunity? The Manager of Business Services Initiatives will drive strategic enhancements to critical client and advisor-facing processes, focusing on efficiency, compliance, and adoption of innovative solutions. This role will lead cross-functional collaboration to deliver impactful projects aligned with organizational goals, prioritizing scalable and client-centric outcomes. What will you do? Lead the expansion and optimization of digital delivery capabilities to improve client engagement and administrative efficiency. Develop strategies to accelerate adoption of eDelivery solutions across advisor networks and client segments. Partner with Technology and Marketing teams to refine user experience, address barriers, and track adoption metrics. Redesign end-to-end client mailing workflows to reduce costs, improve accuracy and consistency, and maximize efficiencies. Integrate digital alternatives where feasible, ensuring compliance with regulatory requirements. Establish KPIs to monitor process efficiency and client satisfaction. Simplify application and submission processes for advisor industry rankings, reducing administrative burden. Collaborate with Compliance, Marketing, and Advisor Support teams to ensure timely promotions of rankings. Enhance tools/resources to empower advisors in leveraging rankings for business development. Establish KPIs to monitor process efficiency and promotional reach of rankings. Act as primary coordinator for cross-functional teams (Legal, Compliance, Operations, Technology) to react to new sanctioned securities. Develop communication protocols to keep stakeholders informed. Lead cross-functional teams (Client Service, Compliance, Legal, Product) to design and implement remediation plans for client issues. Maintain and enhance standardized processes to plan and execute remediations. Ensure remediations adhere to regulatory standards and proper communication protocols.