Manager, Investment Solutions

Description

Title: Manager, Investment Solutions

Location: On-Site (Mon-Thurs) in a Sanctuary Corporate Office – Chicago, IL; New York City, NY; Miami, FL; Omaha, NE; San Antonio, TX

Experience: 8+ years of experience

Compensation: See details below.

Position Summary - 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 financial advisors, Strategic Alliance Partners, and Home Office solution teams to increase awareness, engagement, utilization, and business results. This role requires a highly experienced, investment professional with a sophisticated understanding of wealth management, portfolio construction, investment products, and the independent advisor ecosystem. The ideal candidate brings a combination of technical investment expertise, executive-level relationship management, strategic business development experience, and the ability to influence sophisticated financial advisors and business leaders.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Solutions Education & Adoption

• •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.

Business Support

• •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.

CRM Management, Analytics, Performance Reporting

• •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.

Executive Relationship Management & Cross Functional Leadership

• •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

QUALIFICATIONS

Required

· 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.

Preferred

· 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.

BENEFITS & PERKS:

We believe in supporting our employees both personally and professionally by offering a comprehensive and competitive benefits package designed to promote well-being, financial security, career growth, and work-life balance.

Health & Wellness

· Medical, dental, and vision insurance options

· Health Savings Account (HSA) programs

· Employer-paid life and disability insurance

· Wellness initiatives and preventative care support

Financial Benefits

· Compensation Package - Competitive base compensation ($170,000 - $200,000) plus a 10% annual bonus eligibility

· 401(k) retirement plan with company match

· Employee referral bonus program

Time Off & Flexibility

· Unlimited paid time off (PTO) package

· Paid company holidays

· Paid parental leave

· Hybrid work schedule

Professional Development

· Ongoing learning and development opportunities

· Professional certification and continuing education support

· Career growth and internal mobility opportunities

· Access to mentorship and leadership development programs

Additional Perks

· Company-sponsored events and employee engagement activities

· Technology and equipment support for applicable roles

· Inclusive and collaborative workplace culture

· Volunteer and community engagement opportunities