Associate, Investment Solutions

Position Title: Associate, Investment Solutions

Reports To: Director of Strategic Partnerships

Location: On-Site (Mon-Thurs) in Corporate Office – Indianapolis, IN; Miami, FL; Omaha, NE; San Antonio, TX; New York City, NY

Experience: 2-4+ years of experience

Compensation: See details below.

Position Summary - The Associate, Investment Solutions serves as a strategic business development and solutions adoption resource responsible for educating advisors and partner firms on Sanctuary's Home Office and Third-Party capabilities and driving measurable adoption across the platform. This individual will serve as a liaison between partner firms, Strategic Alliance Partners, and Home Office solution teams to increase awareness, engagement, utilization, and business results. This role requires a proactive, relationship-driven professional who can identify advisor needs, communicate value propositions, influence behavior, drive product adoption, and partner with business leaders to execute strategic growth initiatives.

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

• Document advisor and partner firm interactions within CRM.
• Maintain accurate records of meetings, opportunities, and follow-up activity.
• Track advisor engagement, adoption trends, and pipeline development.
• Analyze the relationship between advisor interactions and product adoption.
• Generate reporting to measure activity, engagement, adoption, and business      outcomes.

Dashboard & Performance Reporting

• Partner with the Data Analytics team to develop and maintain adoption dashboards.
• Track key performance indicators, including: 
  • Advisor engagement activity, Solution adoption rates, Sales opportunities generated, Marketing campaign engagement, Pipeline development, Revenue influence, and Product utilization trends
• Present results, insights, and recommendations to leadership.

QUALIFICATIONS:

Required

· Bachelor's degree in Business, Finance, Marketing, Communications, or a related field.

· 3+ 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.

· Strong verbal and written communication skills with the ability to present effectively to advisors, executives, and business partners.

· Proven ability to manage multiple priorities while maintaining strong attention to detail and organizational effectiveness.

· 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

· Experience supporting or selling investment solutions within an RIA, broker-dealer, asset manager, TAMP, or wealth management organization. 

· Working knowledge of investment management, portfolio construction, capital markets, managed accounts, insurance solutions, and alternative investments. 

· Experience driving advisor engagement, product adoption, or strategic business development initiatives. 

· Strong analytical skills with experience interpreting business metrics, adoption trends, and performance reporting. 

· Demonstrated ability to collaborate across multiple business units and influence stakeholders without direct authority. 

· Experience presenting to financial advisors, executives, or external business partners. 

· Familiarity with CRM reporting tools, business intelligence platforms, and Microsoft Office Suite. 

· FINRA registrations (Series 7, 63/65/66) or the ability to obtain, if required for the role. 

BENEFITS & COMPENSATION PACKAGE:

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 ($100,000-$125,000) 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