AVP, Service Strategy & Conversions
Core
Drive service strategy and operational conversions for acquisitions and business integrations to improve advisor experience and scalability.
Role type
Senior IC service strategy and conversion lead
Builds
Scalable service support models, conversion playbooks, and executive-ready strategic roadmaps
Domain
Financial services / Wealth management
Required skills
Strategic planning, business case development, change management, cross-functional coordination, risk identification, executive reporting, structured problem solving
Preferred skills
Experience with financial services acquisitions, stakeholder management, data synthesis
Technologies
PowerPoint, analytics tools
Responsibilities
Define long-term service strategy, lead strategic initiatives for operational effectiveness, develop future-state operating models, coordinate cross-functional readiness for conversions, identify and mitigate conversion risks, support post-conversion stabilization, drive executive reporting on strategic priorities.
Seniority
Senior, hands-on IC
