Senior Managing Director of Asset Management, Growth & Wealth Solutions

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Senior Managing Director of Asset Management, Growth & Wealth Solutions based in the United States.

Lead transformative growth initiatives at the intersection of asset management, wealth management, investment innovation, and financial technology. In this senior executive role, you will identify new commercial opportunities and translate enterprise strategy into scalable solutions that deliver measurable business and client outcomes. You will shape the evolution of wealth solutions, with an initial focus on tax-aware investing, customized portfolios, and integrated investment capabilities. Working across investment teams, product development, technology, and distribution, you will help bring differentiated offerings to market and accelerate adoption among advisors and strategic partners. Your leadership will strengthen client relationships, unlock new revenue opportunities, and support sustainable business growth. This fully remote opportunity is ideal for an experienced financial services leader who combines strategic vision, commercial expertise, and a deep understanding of the wealth management ecosystem.

• Enterprise Growth Strategy: Identify and evaluate opportunities to accelerate growth by leveraging investment capabilities, technology, data, organizational scale, and existing client relationships.
• Strategic Planning and Commercial Execution: Translate enterprise priorities into actionable business strategies, commercial plans, business cases, operating models, and measurable growth initiatives.
• Business Development and Partnerships: Expand existing client relationships and develop new partnerships with wealth managers, broker-dealers, banks, registered investment advisors (RIAs), wealth platforms, and other strategic distribution partners.
• Integrated Solution Development: Connect capabilities across investment management, technology, data, product development, and distribution to create differentiated solutions that address evolving client and advisor needs.
• Wealth Solutions Commercialization: Lead the development and market introduction of integrated wealth solutions spanning investment management, tax management, customized investment models, retirement income, portfolio construction, technology, and advisor workflows.
• Tax-Aware and Customized Investing: Shape strategies for tax-aware investment solutions by integrating tax intelligence, separately managed accounts (SMAs), direct indexing, tax-loss harvesting, asset location, customized models, and household-level portfolio management.
• Product Strategy and Market Positioning: Assess market trends, competitive dynamics, investor expectations, and advisor needs to identify opportunities for differentiation and establish effective target markets, distribution strategies, and commercial models.
• Advisor Adoption and Client Outcomes: Ensure new solutions are intuitive, practical, and seamlessly integrated into advisor workflows, reducing operational friction and improving utilization.
• Value Measurement and Performance Optimization: Establish metrics to demonstrate client value, including financial outcomes, basis-point improvements, adoption rates, and other relevant performance indicators. Use feedback and commercial data to guide product enhancements and cross-selling opportunities.
• Cross-Functional Leadership: Collaborate with senior executives and teams across investments, product, technology, sales, marketing, operations, finance, legal, risk, and compliance to prioritize, launch, and scale strategic initiatives.
• Executive and External Engagement: Build organizational alignment, influence strategic decisions, and represent the business credibly in discussions with senior clients, industry stakeholders, and strategic partners.

Requirements:

• Senior Leadership Experience: Significant leadership experience in wealth management, asset management, investment solutions, enterprise strategy, product commercialization, or a related financial services discipline.
• Proven Commercial Success: Demonstrated success identifying growth opportunities and translating them into scalable solutions, effective go-to-market strategies, and measurable business results.
• Wealth Management Expertise: Deep understanding of the wealth management ecosystem, including broker-dealers, banks, RIAs, wealth platforms, financial advisors, and strategic distribution relationships.
• Investment Solutions Experience: Proven experience developing, managing, or commercializing investment products, wealth solutions, technology-enabled offerings, data-driven services, or platform-based capabilities.
• Tax-Aware Investing Knowledge: Strong understanding of tax-aware investment strategies, separately managed accounts, customized models, direct indexing, portfolio construction, and advisor workflows.
• Strategic and Financial Acumen: Strong business-case development skills, including market analysis, revenue opportunities, commercial economics, operating-model design, and performance measurement.
• Cross-Functional Program Leadership: Experience leading complex initiatives across multiple business functions, aligning diverse stakeholders, and driving execution in a sophisticated financial services environment.
• Product Adoption and Distribution: Ability to design commercialization strategies that encourage advisor adoption, demonstrate client value, strengthen distribution partnerships, and increase solution utilization.
• Executive Presence and Influence: Exceptional communication, presentation, negotiation, and relationship-building skills, with the ability to influence senior decision-makers and build consensus across organizational boundaries.
• Industry Relationships: Established external relationships and the ability to engage credibly with senior clients, financial institutions, advisors, and strategic partners.
• Education: Bachelor's degree or equivalent professional experience required. An advanced degree or relevant industry credentials is preferred.
• Strategic Mindset: A forward-thinking, commercially oriented leader who combines analytical rigor, innovation, and a client-focused approach to identifying and scaling new business opportunities.

Benefits:

• Competitive Executive Compensation: Annual base salary range of $300,000–$350,000, plus additional bonus incentives.
• Comprehensive Healthcare: Medical, dental, vision, prescription, and wellness benefits.
• Mental Health Support: Access to an Employee Assistance Program (EAP) and resources supporting mental and emotional well-being.
• Flexible Spending Accounts: Access to flexible spending account (FSA) options for eligible healthcare expenses.
• Retirement Savings: A 401(k) retirement plan with employer matching contributions.
• Insurance Coverage: Life and disability insurance, with premiums paid for base coverage.
• Flexible Paid Time Off: 21 days of PTO per year, prorated for new hires, with opportunities for increased accrual over time.
• Paid Holidays: Up to 11 paid holidays annually.
• Family Support: Paid parental leave and access to backup childcare arrangements.
• Education Assistance: Tuition reimbursement and educational support to encourage continued professional growth.
• Commuter Benefits: Access to commuter benefit programs, where applicable.
• Employee Stock Purchase Plan: Discounted stock purchase opportunities.
• Investment Options: Access to investment-related benefits and programs.
• Community Engagement: Paid volunteer days and opportunities to contribute to community initiatives.
• Employee Networks: Opportunities to participate in employee networks that promote connection, inclusion, and professional development.
• Work-Life Balance: A supportive environment that values employee well-being, flexibility, collaboration, and long-term career growth.
• Remote Work: A fully remote position based in the United States.