Assistant Manager – Advisor Relations Operations

Inviting applications for the role of Assistant Manager - Advisor Relations Operations

We are seeking a dynamic, proactive and detail-oriented Advisor Relations Operations Specialist to lead and support strategic initiatives across Advisor engagement, sales operations, and go-to-market execution. This role is pivotal in driving high-impact participation in Advisor surveys and RFIs, ensuring operational excellence, and enabling cross-functional collaboration.

In this role, you will build trusted relationships to create value for both clients and the organization and work internally with different parts of the organization to drive advisor relation agenda.

Responsibilities

Lead end-to-end participation in Advisor surveys and RFIs by aligning with stakeholders and support teams

Build strong relationships with Advisor research teams to ensure timely, high-quality responses

Coach contributors and monitor survey rankings to maintain or improve positioning

Ensure robust support for the sales pipeline management system, including weekly reporting and performance analysis

Contribute to internal and external initiatives such as business reviews, leadership calls, GTM events, and Advisor engagements

Develop pitch decks, reports, and internal briefs to support marketing and go-to-market strategies

Maintain and update the Advisor Relations microsite with relevant and timely content

Manage PO / PR activities and collaborate with finance / sourcing teams to ensure timely payments to Advisors

Qualifications we seek in you!

Minimum Qualifications / Skills

Collaboration

Self-motivated to run and exercise necessary decision for smooth operation.

Innovative thinking to solve any roadblocks in the operation.

Strong interpersonal, written and oral communication skills.

Strong organizational and project management skills with attention to detail.

Proficient in MS Office tools, particularly PowerPoint and Excel

Preferred Qualifications / Skills

Fast paced, with the capability to self-manage multiple projects and deadlines

Leadership skill to drive key framework and ensuring no slippage in quality and delivery.

Professional writing and editing skills

Ability to use creative thinking to identify and solve problems

Familiarity with Salesforce and understanding of the deal cycle is a plus