Associate Investment Solutions | Strategic Business Development
Overview
The Associate, Investment Solutions leads strategic business development and solutions adoption for Sanctuary Wealth Group LLC. This proactive role drives measurable adoption across Home Office and third-party platforms while serving as liaison between partner firms and internal teams. Ideal candidates possess a results-oriented mindset and excel at influencing advisor behavior to achieve business outcomes.
What You'll Do25
- 1Act as subject matter resource on Home Office and third-party solutions
- 2Educate advisors and partner firms on available products and value-added capabilities
- 3Drive awareness utilization and adoption through proactive outreach and follow-up
- 4Conduct educational meetings via Teams in-person visits and conferences
- 5Distribute marketing materials and educational content developed by IASG
- 6Meet or exceed established sales and adoption goals
- 7Identify alignment between advisor needs and Home Office capabilities
- 8Collaborate with solution leaders to develop targeted adoption strategies
- 9Influence advisor behavior and drive measurable business outcomes
- 10Document advisor and partner firm interactions within CRM
- 11Maintain accurate records of meetings opportunities and follow-up activity
- 12Analyze relationship between advisor interactions and product adoption
- 13Generate reporting to measure activity engagement adoption and business outcomes
- 14Partner with Data Analytics team to develop adoption dashboards
- 15Track KPIs including advisor engagement activity solution adoption rates and revenue influence
- 16Present results insights and recommendations to leadership
- 17Manage multiple priorities while maintaining attention to detail
- 18Utilize CRM platforms to manage relationships pipeline activity and reporting
- 19Travel as needed for advisor meetings conferences and partner firm visits
- 20Support or sell investment solutions within RIAs broker-dealers asset managers TAMP or wealth management organizations
- 21Apply knowledge of investment management portfolio construction and alternative investments
- 22Drive advisor engagement product adoption strategic business development initiatives
- 23Collaborate across business units and influence stakeholders without direct authority
- 24Present to financial advisors executives or external partners
- 25Familiarity with CRM reporting tools business intelligence platforms and Microsoft Office Suite
Requirements12
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons experience in wealth management financial services business development or client-facing consulting
- 3Bachelor's degree in Business Finance Marketing Communications or related field
- 4Proven ability to manage multiple priorities with strong organizational effectiveness
- 5Experience utilizing CRM platforms to manage relationships pipeline activity and reporting
- 6Preference for supporting or selling investment solutions within RIAs broker-dealers asset managers TAMP or wealth management organizations
- 7Working knowledge of investment management portfolio construction capital markets managed accounts insurance solutions and alternative investments
- 8Demonstrated ability to drive advisor engagement product adoption or strategic business development initiatives
- 9Strong analytical skills with experience interpreting business metrics adoption trends and performance reporting
- 10Ability to collaborate across multiple business units and influence stakeholders without direct authority
- 11Experience presenting to financial advisors executives or external business partners
- 12Familiarity with CRM reporting tools business intelligence platforms and Microsoft Office Suite
Salary Insight
$100 - $125k per year
Location
Required Skills
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