Job Description
A key responsibility of the Manager, Advisor Practice Management & Growth role is ensuring a seamless advisor workflow across the enterprise (Bank, Insurance, Wealth)—practice-first and platform-agnostic—by setting component standards and priorities that enable growth strategies to run quickly, reliably, and measurably.
This position reports to the AVP, Growth & Business Enablement and partners closely with Delivery/Platform, Strategic Growth, Risk/Legal, Finance/Data, Brand/Field, and Wealth & Insurance technology/product teams.
Position Responsibilities:
Own, build and maintain a backlog enabling priority growth plays; sequence work for a unified advisor journey.
Build practice roadmap and requirements into in-flow UX patterns and event models; ensure routing/status/offer consistency with Bank & other BUs.
Work with cross functional teams (delivery, tech, sales, product) to inform and influence releases.
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