Managing Director, Advice & Distribution Leader
A leading financial services company in Charlotte, NC, is seeking a Managing Director, Head of Advice & Distribution. The role requires defining and building a top-tier advice and distribution platform, leading digital and hybrid experiences, and owning the product roadmap for advice delivery. Candidates should have over 15 years of relevant experience, including financial planning and advice delivery, alongside strong leadership and analytical skills. Flexible work options are available.
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