Assistant Vice President, Field Business Management

The Company is seeking an Assistant Vice President to support its Advisor Legacy Program, which helps experienced financial advisors transition their practices and client relationships to successor advisors. Responsibilities include interpreting and implementing program policies, responding to advisor and manager inquiries, and supporting deal valuations and enrollment. The role partners with field leadership and cross-functional teams on policy development and execution, while producing senior-level presentations and actionable analysis. The successful candidate will also improve reporting and processes, build scalable dashboards, support forecasting and program financial modeling, manage operational controls and audit readiness, and develop AI-enabled efficiencies. Candidates should have 3–5 years of relevant experience, significant exposure to wealth management, and financial services industry knowledge. A bachelor’s degree in business or a related field is preferred. Strong strategic, analytical, financial, project-management, and communication skills are required, along with advanced proficiency in Excel, PowerPoint, Word, and Adobe PDF. Familiarity with Dataiku and AI language models is a plus; statistical knowledge and the ability to manage multiple priorities in a fast-paced, collaborative environment are also valued.