Advisor Engagement Manager

Location: New York, NY or Newport Beach| Hybrid
Base Salary: $110,000–$130,000 + Bonus

The Opportunity

We are seeking a highly analytical and relationship-oriented professional to join our Ecosystem Engagement team. This role works closely with the Vice President to support relationships with partner wealth management firms and help drive strategic initiatives across the organization.

This is not a traditional administrative or project coordination position. The successful candidate will combine strong relationship and project-management skills with financial acumen, analytical capabilities, and the ability to turn complex information into actionable insights and executive-level reporting.

The ideal candidate may come from investment banking, private equity or PE portfolio operations, RIA/wealth management strategy or operations, corporate finance, financial services consulting, or a similarly analytical business environment.

What You’ll Do

Partner Engagement & Execution

• Support the VP in managing relationships and strategic initiatives across partner firms.

• Help prepare for and execute quarterly business reviews, partner meetings, and other strategic discussions.

• Track commitments, priorities, initiatives, and follow-up items across multiple partner relationships.

• Coordinate with internal and external stakeholders to ensure initiatives remain on track and deliverables are completed.

• Support onboarding and integration activities for new partner firms.

Analysis & Reporting

• Analyze financial, operational, and business performance data to identify trends, opportunities, and areas requiring attention.

• Develop and maintain dashboards, management reporting, scorecards, and other tools used to evaluate partner and business performance.

• Work with financial models and understand the underlying assumptions, drivers, and outputs.

• Translate quantitative and qualitative information into clear insights for senior leadership.

• Develop executive-level presentations that communicate findings, recommendations, progress, and business results.

• Partner with Finance, Business Intelligence, Investments, and other functional teams to gather and interpret information.

Strategic & Cross-Functional Support

• Assist with strategic initiatives affecting partner firms and the broader wealth management ecosystem.

• Conduct research and analysis to support business decisions and partner conversations.

• Identify opportunities to improve processes, reporting, partner engagement, and execution.

• Manage multiple workstreams simultaneously in a fast-paced, entrepreneurial environment.

What We’re Looking For

• 2+ years of relevant professional experience; candidates with 4–6 years of experience are also encouraged to apply.

• Experience in an analytically rigorous environment such as investment banking, private equity, PE portfolio operations, RIA/wealth management strategy or operations, corporate finance, financial services, or consulting.

• Strong financial acumen with the ability to understand financial statements, business drivers, financial models, and performance metrics.

• Demonstrated experience analyzing data and developing dashboards, reports, scorecards, or similar management tools.

• Advanced Excel skills and comfort working with large or complex data sets.

• Strong PowerPoint and presentation-development skills, including the ability to translate analysis into concise executive-level materials.

• Excellent relationship management and communication skills with the ability to interact effectively with senior executives and external partners.

• Strong project management skills with exceptional attention to detail and follow-through.

• Ability to manage multiple priorities and workstreams while maintaining a high level of accuracy.

• Intellectual curiosity and the ability to understand both the numbers and the business story behind them.

Ideal Background

We are particularly interested in candidates who have experience in one or more of the following areas:

• Investment banking

• Private equity or PE portfolio operations

• Wealth management/RIA strategy or operations

• Corporate finance or FP&A

• Financial services strategy

• Transaction or deal-related environments

• Financial or management consulting

This role is best suited for someone who enjoys working at the intersection of financial analysis, business strategy, partner relationships, and execution.