Associate Director, Advisor Solutions — Institutional Product

Job overview

The Associate Director, Advisor Solutions — Institutional Product role is onsite in Saint Petersburg, FL. Compensation is not specified. The listing describes a financial services firm seeking product leadership to support growth of its Advisory Services business. The role owns product strategy and roadmap for an advisor services platform, bringing account opening, custody, trading, portfolio management, billing, reporting, workflows, integrations, and client-facing tools into a unified experience. It translates advisor and client needs into product requirements and execution plans across technical, operational, and control teams.

What you'll do

• Own the Advisor Services product strategy and roadmap
• define advisor and client experiences across web and mobile
• translate needs into product requirements, user stories, process flows, and implementation plans
• develop capabilities for onboarding, account transfers, model portfolios, rebalancing, billing, reporting, and integrations
• unify platform workflows and client portal capabilities
• and mentor employees toward individual and team objectives.

What we're looking for

Skills & competencies

associate director

advisor solutions

institutional product

saint petersburg fl

social capital resources

product management

wealth management

advisor technology

custody platform

product strategy

client portal

financial services

Work arrangement

• Weekend coverage required

Why this role

The listing seeks a bachelor’s degree or equivalent experience and product management, engineering, or consulting experience. Relevant experience includes brokerage, custody, wealth management, advisor technology, fintech, or institutional financial services.

About the employer

Social Capital Resources LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.