Description Title: Manager, Investment Solutions Location: On-Site (Mon-Thurs) in a Sanctuary Corporate Office – Chicago, IL; New York City, NY; Miami, FL; Omaha, NE; San Antonio, TX Experience: 8+ years of experience Compensation: See details below. Position Summary - The Manager, Investment Solutions serves as a senior strategic advisor and business development leader responsible for driving the adoption, utilization, and commercial success of Sanctuary's Home Office and Third-Party investment solutions across its network of independent wealth management firms. This individual will serve as a trusted consultant financial advisors, Strategic Alliance Partners, and Home Office solution teams to increase awareness, engagement, utilization, and business results. This role requires a highly experienced, investment professional with a sophisticated understanding of wealth management, portfolio construction, investment products, and the independent advisor ecosystem. The ideal candidate brings a combination of technical investment expertise, executive-level relationship management, strategic business development experience, and the ability to influence sophisticated financial advisors and business leaders. ESSENTIAL DUTIES AND RESPONSIBILITIES Solutions Education & Adoption • Serve as a subject matter resource on Sanctuary's Home Office and Third-Party solutions and resources. • Educate advisors and partner firms on available solutions, services, and value-added capabilities. • Drive awareness, utilization, and adoption through proactive outreach and ongoing follow-up. • Conduct educational meetings with partner firms via Teams, in-person office visits, and national conferences. • Distribute marketing materials and educational content developed by IASG and solution teams. • Meet or exceed established sales and adoption goals. Business Support • Drive product adoption and business growth across Sanctuary's solution and Third-Party offerings. • Identify opportunities to align advisor’s needs with Home Office capabilities. • Collaborate with solution leaders to develop targeted adoption strategies. • Influence advisor behavior and drive measurable business outcomes. CRM Management, Analytics, Performance Reporting • Maintain accurate CRM documentation of strategic advisor relationships, business development opportunities, pipeline activity, and follow-up initiatives. • Develop and monitor key performance indicators to evaluate investment solution adoption, advisor engagement, pipeline development, revenue influence, and overall business performance. • Partner with the Data Analytics team to develop and maintain adoption dashboards and executive-level performance reporting. • Analyze the relationship between advisor engagement, solution utilization, and measurable business outcomes. • Translate performance data and market intelligence into actionable recommendations for senior leadership, identifying opportunities to accelerate growth and improve platform effectiveness. • Present strategic insights, business development progress, and performance results to executive leadership and key stakeholders. Executive Relationship Management & Cross Functional Leadership • Develop and maintain trusted relationships with senior financial advisors, partner firm principals, investment committees, and executive leadership. • Serve as a strategic liaison between partner firms, investment solution providers, Strategic Alliance Partners, and Sanctuary's Home Office leadership. • Collaborate with Investment Management, Alternative Investments, Strategic Partnerships, Marketing, and other business units to align platform capabilities with advisor needs and organizational growth priorities. • Identify recurring advisor feedback, market trends, and competitive insights to inform the continued development and positioning of Sanctuary's investment solutions platform. • Lead cross-functional initiatives designed to improve advisor engagement, strengthen partner relationships, and expand platform adoption. Requirements QUALIFICATIONS Required · Bachelor's degree in Business, Finance, Marketing, Communications, or a related field. · 8+ years of experience in wealth management, financial services, business development, relationship management, or a client-facing consulting role. · Demonstrated success building relationships and influencing business outcomes in a consultative environment. · Expertise in investment products, portfolio construction, asset allocation, and investment strategies across traditional and alternative asset classes. · Demonstrated success driving investment solution adoption, business development initiatives, revenue growth, or measurable outcomes within a complex financial services environment. · Strong understanding of the independent wealth management ecosystem, including RIAs, broker-dealers, asset managers, custodians, and third-party investment solution providers. · Executive-level communication and presentation skills, with the ability to influence senior stakeholders, facilitate sophisticated investment discussions, and communicate strategic recommendations effectively. · Experience utilizing CRM platforms to manage relationships, pipeline activity, and reporting. · Ability to travel as needed for advisor meetings, conferences, and partner firm visits. Preferred · Advanced degree, such as a Master of Business Administration (MBA), with an emphasis in Finance, Investment Management, or a related discipline. · Professional investment or financial planning designation, such as CFP®, CFA®, CIMA®, or CPWA®. · Experience consulting with high-net-worth and ultra-high-net-worth wealth management practices on investment solutions, portfolio construction, and platform utilization. · Experience within an RIA aggregator, wealth management platform, TAMP, asset manager, or investment solutions distribution organization. · Established relationships within the independent financial advisor ecosystem, including RIAs, asset managers, custodians, and investment solution providers. BENEFITS & PERKS: We believe in supporting our employees both personally and professionally by offering a comprehensive and competitive benefits package designed to promote well-being, financial security, career growth, and work-life balance. Health & Wellness · Medical, dental, and vision insurance options · Health Savings Account (HSA) programs · Employer-paid life and disability insurance · Wellness initiatives and preventative care support Financial Benefits · Compensation Package - Competitive base compensation ($170,000 - $200,000) plus a 10% annual bonus eligibility · 401(k) retirement plan with company match · Employee referral bonus program Time Off & Flexibility · Unlimited paid time off (PTO) package · Paid company holidays · Paid parental leave · Hybrid work schedule Professional Development · Ongoing learning and development opportunities · Professional certification and continuing education support · Career growth and internal mobility opportunities · Access to mentorship and leadership development programs Additional Perks · Company-sponsored events and employee engagement activities · Technology and equipment support for applicable roles · Inclusive and collaborative workplace culture · Volunteer and community engagement opportunities