Executive Vice President, Advisor Products & Solutions

Good Life Companies • Charlotte, NC

1d

About The Position

Good Life is seeking an entrepreneurial wealth management executive to architect
and scale an integrated front-office ecosystem—a differentiated system of value
that clients and advisors cannot find anywhere else. This leader will design,
evolve, and operationalize the “front office of the future,” delivering
measurable impact on advisor economics, client experience, and firm
profitability.

This role serves as the executive owner of Good Life’s system of value with
authority to:
Define the value architecture, strategic priorities, and economic model
Allocate resources and establish governance and operating standards
Make build–buy–partner–retire decisions with full investment authority
Convert strategy into scalable, repeatable operating systems

Decision Rights & Autonomy

This is a P&L-relevant operating executive role, not a traditional product role.
This leader has:
End‑to-end ownership of capability design, performance, adoption, and
lifecycle
Authority to prioritize, deprioritize, and discontinue offerings
Enterprise-level decision rights across product, operations, technology, and
service delivery
Direct accountability for EBITDA contribution, operating leverage, and
advisor profitability
Ability to redesign workflows and redeploy resources to achieve outcomes

Near-Term Outcomes (First 12–24 Months)
Advisor profitability: clear lift in net income and cost-to-serve reduction
Platform adoption: increased utilization of core Good Life capabilities
Economic contribution: measurable EBITDA and operating leverage impact
System simplification: reduced complexity and removal of low-value offerings
Scalable operating models: foundational processes built for non-linear growth

Requirements

• 15+ years in wealth management, platform strategy, or adjacent financial services with P&L and operating accountability
• Proven ability to build and scale integrated systems with measurable economic and experiential outcomes
• Experience making build–buy–partner–retire decisions
• Track record of leading cross-functional teams across product, operations, technology, and go-to-market
• Strong operator profile—not a career product manager or conceptual strategist
• Strategic Agility
• Communicates enterprise rationale and drives execution
• Builds innovative, repeatable capabilities
• Makes disciplined, ROI-driven resource decisions
• Problem-Solving & Execution
• Applies critical thinking across financial, operational, and client dimensions
• Acts with urgency; accountable, data-driven, and decisive
• Brings stakeholders along without slowing momentum
• Makes hard tradeoffs—not a theoretical strategist
• People Leadership
• Recruits, develops, and retains high-caliber talent
• Builds aligned teams with strong performance discipline
• Leads through clarity, accountability, and coaching
• Leadership Intangibles
• Grit, drive, and aspiration for extraordinary outcomes
• Courage to make difficult decisions and own results
• Collaborative, service-oriented, and low-ego
• Learns at pace; adapts quickly; integrates feedback
• Humble, curious, and committed to long-term enterprise value creation

Responsibilities

• Own the design, evolution, and performance of the following domains:
• Asset Management Portfolio construction, trading and rebalancing and portfolio analytics
• Growth Platform Advisor Marketing and Client Management, referral systems, professional partners, small account desk
• Infrastructure Services Virtual admin, HR, real estate, technology, bookkeeping
• Strategic Business Solutions Growth/Acquisition capital, M&A Services
• Private Client Services HNW solutions, estate planning, tax planning/prep, paraplanning
• Insurance Solutions Case design, underwriting support, back-office support

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed