Offer Manager, Advisory Services
Core
Overseeing the day-to-day operation, stability, and scalability of advisory offers and programs, ensuring operational components like onboarding, trading, billing, and reporting function effectively.
Role type
Offer Manager, Advisory Services
Builds
Advisory offers and programs for individuals, advisors, institutions, and retirement plan sponsors
Domain
Asset Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Offer management, product management, consulting, strategy, process ownership, risk mitigation, cross-functional coordination, issue triage, root cause analysis, change management, KPI monitoring
Preferred skills
Managing multiple initiatives, data analysis, stakeholder communication, market research, strategic thinking, influencing without authority
Technologies
N/A
Responsibilities
Own steady-state operations for assigned advisory offers, oversee critical operational flows across systems and partners, serve as central point of coordination for issue identification and resolution, monitor ongoing offer performance from an operational perspective, ensure operational readiness for enhancements and regulatory changes
Seniority
Mid-Senior, hands-on IC
