Adviser Engagement and Integration Manager
Core
End-to-end ownership of the journey for assigned adviser and Appointed Representative firm cases, from onboarding through to first payment and formal transition into business-as-usual support.
Role type
Senior process integration and case management manager
Builds
Improved adviser onboarding journeys and operational efficiency
Domain
Wealth management / Financial services
Required skills
End-to-end case ownership, cross-functional coordination, process re-engineering, data analysis, stakeholder management, issue escalation, management information design
Preferred skills
Workflow automation, digital tools implementation, root cause analysis
Technologies
Workflow automation tools, management information systems
Responsibilities
Act as the named Case Owner for assigned adviser journeys, coordinate activity across teams responsible for delivering each stage, maintain accurate case records including journey stage and ageing, identify and drive the timely resolution of issues that could prevent a case from progressing, provide advisers and firm principals with a consistent Distribution contact, analyse case and journey data to identify recurring failure points and opportunities for improvement
Seniority
Senior, hands-on IC
