AVP, Strategy Activation

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

- 5+ years of experience in program management, business operations, strategy execution, consulting, or analytical roles requiring disciplined delivery and stakeholder coordination - Project management skills, including building executable plans, tracking milestones, and managing dependencies.

- Excellent written and verbal communication skills, including ability to produce clear, concise, leadership-ready materials (PowerPoint, executive summaries). - High attention to detail with strong follow-through, organization, and ability to manage multiple workstreams concurrently.

- Experience in financial services and familiarity with advisor affiliation models, operations, or cross-functional execution. - Experience creating or maintaining policies, procedures, and operational playbooks to enable scalable execution and transitions. - Proficiency with common planning and tracking tools (Excel, PowerPoint; experience with project management tooling a plus).