VP, Investment Platforms & Strategic Programs 5578

What You'll Do: Lead Enterprise Strategic Initiatives Evaluate and prioritize strategic business initiatives across investment products, platforms, operations, and advisor experience. Lead complex cross-functional programs from concept through implementation. Define business problems, identify solution options, and recommend the best path forward. Drive initiatives involving regulatory change, platform modernization, process optimization, and business transformation. Act as a Strategic Advisor Partner with executive leadership to assess opportunities, risks, and investment priorities. Develop business cases and financial analyses supporting project and investment decisions. Balance stakeholder needs across Operations, Compliance, Technology, Product, Marketing, and Field Leadership. Provide data-driven recommendations that improve profitability and operational effectiveness. Evaluate competing business requests and determine priorities based on strategic value, risk, cost, and resource requirements. Manage a portfolio of strategic programs and enhancements. Establish frameworks for initiative evaluation, governance, and decision-making. Drive Platform and Business Transformation Lead initiatives focused on advisor experience, client onboarding, account servicing, digital transformation, workflow automation, and platform enhancements. Partner with technology delivery teams to ensure strategic objectives are translated into executable solutions. Support modernization efforts across investment products, tools, and operating platforms. Build and manage relationships with custodians, vendors, technology providers, and strategic partners. Evaluate industry trends, emerging technologies, and competitive practices. Bring external market perspective and broker-dealer best practices into strategic decision-making.

Required Experience: 10+ years of experience within a broker-dealer, wealth management, investment advisory, asset management, or financial services organization. Proven success leading large-scale strategic initiatives that involve multiple business functions and stakeholders. Experience developing business cases, financial analyses, and executive recommendations. Strong understanding of investment products, platforms, operations, and advisor workflows. Demonstrated ability to lead initiatives where the solution is not predefined and requires strategic analysis and stakeholder alignment.

Preferred Experience: Experience with advisory platforms, managed accounts, brokerage operations, annuities, mutual funds, or wealth management products. Experience working across Compliance, Operations, Product, Technology, and Distribution teams. Prior responsibility for platform strategy, business transformation, strategic planning, program leadership, or enterprise change initiatives. Key Success Factors The successful candidate will be: A strategic thinker who thrives in ambiguity. A strong communicator capable of influencing executive stakeholders. A skilled problem solver who can balance business needs, regulatory requirements, and operational realities. Financially minded with the ability to evaluate ROI, costs, trade-offs, and business impact. Comfortable challenging assumptions and driving informed decisions. Able to lead through influence and collaboration rather than organizational authority alone. What Makes This Opportunity UniqueHighly visible leadership role supporting one of the fastest-growing areas of the business. Significant executive exposure and influence. Opportunity to shape strategic direction, platform evolution, and business transformation initiatives. Direct impact on growth, advisor experience, operating efficiency, and long-term profitability.