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Requirements and responsibilities
Are you passionate about program management, advisor development, and driving meaningful business impact?TruChoice is seeking a Strategic Platform Manager to lead and enhance our financial advisor practice management platforms. This is a highly visible role that blends program execution, strategic thinking, advisor engagement, event management, and business growth initiatives.In this role, you'll:Lead advisor development programs from concept through executionPartner with leadership to drive platform growth and innovationCoordinate virtual and in-person events, trainings, and webinarsAnalyze engagement and performance data to identify opportunities for improvementCollaborate with sales, marketing, compliance, and other key stakeholdersHelp advisors maximize the value of our platformsWhat we're looking for:4+ years of experience in Program Management, Sales Enablement, Training, or related fieldsFinancial Services, Wealth Management, or Insurance experience strongly preferredStrong communication, organizational, and stakeholder management skillsAbility to balance strategy with hands-on execution