What You Will Own

1. Advisory Throughput & Conversion

○ Improve call → SIP → AUM conversion funnel

○ Reduce time-to-first-investment

○ Design scalable advisory workflows (not hero-driven selling)

2. RM / Advisor System

○ Build and manage advisory & RM teams

○ Define playbooks for client conversations, follow-ups, and reviews

○ Scale advisor capacity toward 300–500+ families per advisor

3. Advice Quality & Consistency

○ Standardize recommendations via systems and guardrails

○ Ensure outcomes don’t vary across advisors

○ Work closely with product to encode advisory logic into workflows

4. Client Retention & AUM Growth

○ Drive SIP continuity, top-ups, and lifecycle expansion

○ Build processes for reviews, rebalancing, and behavioural interventions

○ Improve long-term retention and wallet share

5. Inbound Demand Utilization

○ Efficiently handle high-intent, trust-led inbound (no cold sales)

○ Prioritize and route leads based on intent and fit

 

What We’re Looking For

6–12+ years in wealth management / consultative sales / advisory / distribution

Strong operator — has scaled teams and processes, not just managed people

Deep understanding of client behaviour (not just products)

Product-first mindset

Thinks in systems, not teams — designs workflows that scale beyond individuals

Comfortable working with product/engineering to translate advisory into tools

Optimizes for consistency and repeatability, not individual performance

First-principles thinking

Breaks down problems from ground truth (client behaviour, incentives, constraints)

Challenges industry defaults (RM-led selling, product push)

Builds structurally scalable solutions, not people-dependent ones

System builder, not RM manager

Reduces dependency on top performers

Designs playbooks, decision frameworks, and feedback loops

Focuses on long-term client outcomes, not short-term closures