Director, Adhesion Investment Program Management

The Director of Adhesion Investment Platform Management is responsible for scaling the operating foundation of Adhesion's model marketplace. This role leads the design and execution of standardized processes, operating procedures, and governance frameworks that support the full lifecycle of asset manager and investment solution onboarding, ongoing servicing, and platform management.

Requirements

• Requires 10+ years of experience in financial services;
• Must have product development experience in asset management and/or investment platform, with a proven track record of driving commercial outcomes through new products and partnerships;
• Requires experience in the RIA business, and deep understanding of the asset and wealth management industry, including trends in products and programs;
• Strong knowledge of financial markets including knowledge of public equity and fixed income securities, derivative instruments, and private markets, including real assets;
• Solid understanding of Broker-Dealer and RIA distribution channels, including an understanding of how wealth management platform and asset managers engage with distributors and financial advisors;
• Excellent analytical/conceptual problem-solving skills, with ability to leverage quantitative and qualitative approaches to develop actionable recommendations;
• Ability to engage credibly with sales, advisors, and senior executives, and external partners.
• Outstanding people leadership and culture-building skills, encouraging a high-energy, high-achievement culture balanced with respect and warmth.
• Superb skills in Excel and PowerPoint are required.
• Bachelor's degree required. MBA and CFA preferred

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule