Summary

This executive director role leads goals-based planning and the Engage advisory platform across EMEA from the London office. It focuses on advisor enablement, portfolio advice, compliance monitoring, stakeholder alignment, and improving adoption and asset growth.

Responsibilities

• Facilitate advisor training on goals-based planning
• Coach advisors on wealth planning analyses
• Monitor advisory outliers and compliance breaches
• Build partnerships with regional stakeholders
• Guide portfolio advice for ultra-high-net-worth clients
• Provide feedback on platform enhancements
• Track engagement adoption and plan health metrics