Manager, Investment Solutions

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. 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