ConnectWealth NY | Program and Advisor Experience Lead (Vice President)

The ConnectWealth Program and Advisor Experience lead will play a pivotal role driving the execution of our flagship ConnectWealth program-a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions.

In this high-impact role, you will lead both advisor engagement and platform deliverables for a specific line of business, combining strategic advisory leadership with program management excellence.

You will be instrumental in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers tangible value and is embraced throughout the organization.

This is a unique opportunity to drive meaningful change for thousands of advisors and their clients while orchestrating one of the industry's most significant technology advancements, championing engagement and adoption at every stage.

Key Responsibilities

Strategic Leadership & Advisor Engagement


* Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.


* Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.


* Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.

Program Management & Delivery


* Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.


* Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.


* Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.

Stakeholder Communication & Alignment


* Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.


* Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.


* Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.

Data-Driven Insights & Continuous Improvement


* Drive data-driven decision making through robust metrics, KPIs, and program analytics.


* Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.


* Partner with business and technology leaders to align transformation initiatives with strategic business objectives.

Required Qualifications


* Bachelor's degree required


* Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management


* Demonstrated success driving advisor engagement and adoption initi...