Manager, Growth Initiatives

External

Advisorgroup · Scottsdale, AZ

$100K–$125K/yrFull-timeHybrid2d ago

ComplianceData AnalysisExcelFinancial ModelingLeadershipStrategic Planning

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About the role

The Manager of Growth Initiatives is responsible for delivering actionable business insights and providing strategic leadership in support of Osaic's supported platforms. In this role, the individual serves as a key partner to Wealth Management Solutions leadership, particularly the Wealth Management Platforms team, by driving organic growth initiatives, enhancing advisor and client adoption, and supporting the marketing and promotion of Osaic's cash and lending solutions. This position focuses on identifying growth opportunities within Osaic's existing ecosystem, developing performance measurement frameworks, and translating data into clear recommendations that inform strategic decision‑making.

Responsibilities

Lead and coordinate efforts to promote Osaic's client and advisor lending solutions across supported platforms, including advisor education and internal advocacy

Develop, maintain, and enhance reporting and performance metrics for lending solutions, cash management accounts, and other strategic programs as needed

Identify new growth opportunities within Osaic's ecosystem and participate in due diligence, evaluation, and onboarding of new partners, products, or solutions

Partner with internal departments to support go‑to‑market strategies, advisor communications, presentations, and promotional materials tied to growth initiatives

Determine the most effective methodologies for data analysis and independently solve complex, ambiguous business problems

Assist with the implementation and optimization of new tools, platforms, systems, and reporting capabilities related to lending and cash solutions

Support strategic planning efforts by producing scenario analysis, financial modeling, and business cases for key initiatives

Drive continuous improvement by identifying opportunities to streamline processes, enhance scalability, and automate reporting or operational workflows

Collaborate cross‑functionally with teams including Operations, Technology, Compliance, Finance, Marketing, and Sales to ensure alignment and execution

Serve as a subject‑matter resource for internal stakeholders on lending‑related growth initiatives and platform capabilities

Perform other duties and projects assigned in support of organizational priorities

Education Requirements:

Bachelor's degree required, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.

Basic Requirements:

Minimum of 4 years' experience in financial services, wealth management, platform strategy or a related discipline

Bachelor's degree in Finance, Business, Economics, Analytics, or a related field

Team player with a customer service mentality

Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment

Self-starter who will anticipate challenges and work proactively to resolve issues

Strong leadership presence with the ability to influence outcomes without direct authority

Proficiency in the use of business applications such as Microsoft Excel and PowerPoint,

Strong written and verbal communication skills

Comfortable working within an entrepreneurial, "roll-up your sleeves" environment

Demonstrated professionalism, discretion, and alignment with Osaic's values and client‑first culture

Preferred Requirements:

Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, banking, RIA, specialty finance)

Advanced Microsoft Excel skills with the ability to consolidate and segment large amounts of data and distilling that into actionable intelligence

Experience working directly with financial advisors and a strong understanding of the financial needs of clients

Experience with industry leading wealth management tools and platforms

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Manager, Growth Initiatives

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