Senior Manager, Head of Go-to-Market Strategy-Financial Advisor Services

Senior Manager, Head of Go-to-Market Strategy for Financial Advisor Services responsible for designing and activating commercial blueprint to deliver sustained growth and differentiated advisor experiences.

Requirements

• 10+ years of progressive leadership in go-to-market sales strategy, distribution planning, or commercial operations
• Proven experience with segmentation design, territory optimization, coverage strategy, and setting sales expectations for advisor-facing teams
• Demonstrated ability to operationalize GTM—prioritization frameworks, capacity management, cross-functional planning, and governance
• Depth in measurement and analytics (pipeline, productivity, activity quality, conversion, segment outcomes) and comfort with CRM strategy and sales technology
• Track record influencing across Product, Marketing, Digital, and Operations in matrixed environments
• Executive presence, clear communication, and a coaching mindset that aligns people, processes, and platforms around outcomes

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan