Growth Enablement Director

Lead with Purpose. Partner with Wealth Partners (BWP) is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class wealth managers who provide financial planning and investment services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support business expertise and strategic investments in key areas of is a wholly owned subsidiary of Kestra Holdings a holding company that consists of three leading wealth management services businesses that collectively support more than $112bn in AUA and 1300 independent financial Growth Initiatives Project Manager is a pivotal role in accelerating our firms organic growth through managing and executing the Bluespring Wealth Partners organic growth strategy. They will be responsible for project managing the growth blueprint initiatives and delivering results and analysis on each program. Additionally they will focus on empowering the organic growth team to perform at their highest potential by supporting them with the tools and resources needed for achieving the organic growth role partners with the organic growth team and Kestra leadership to implement and execute on the organic growth initiatives outlined by the Head of Strategic YoullDo:Lead the implementation of Bluespring Wealth Partners organic growth strategic plan ensuring alignment with overall business and coordinate growth initiatives projects and programs from inception through execution ensuring timely delivery and measurable detailed project timelines milestones and KPIs for each initiative to track progress and the day-to-day management of growth projects collaborating with cross-functional measure and analyze the performance of each initiative providing regular reports and insights to senior strategies and tactics based on data feedback and changing market conditions to optimize and maintain dashboards and reporting tools to track the impact of growth deep analysis to identify opportunities bottlenecks and risks related to organic growth insights and recommendations to refine the growth blueprint and maximize the organic growth team by identifying and providing the tools resources and training needed for a culture of continuous improvement innovation and high performance within the as a bridge between leadership marketing advisory teams and other stakeholders to ensure alignment and buy-in for growth communication and collaboration across teams to drive progress and resource with Bluespring leadership to implement executive reporting on the organic growth review progress as tracked together with the leadership team. Refine long-term strategy and and track key performance indicators (KPIs) / scorecard for penetration of horizontal value- added capabilities across the portfolio regularly reporting progress to the executive data-driven insights and recommendations to inform decision-making and long-term You Bring:Understanding of organic growth strategies market expansion and client engagement best ability to develop project plans set milestones allocate resources and oversee execution to ensure timely interpersonal skills to build relationships facilitate communication and foster alignment across diverse to motivate teams influence without authority and lead cross-functional to interpret financial data AUM trends and key performance metrics to inform to analyze complex data draw insights and make strategic track record of delivering measurable results through disciplined project management and initiative handling shifting priorities and rapidly adjusting plans based on data feedback and market written and verbal communication skills with experience in creating concise impactful reports and presenting to senior approach to identifying barriers and implementing innovative solutions to accelerate organic growth.4-year degreeExperience in wealth management financial advisory services or a related industry with a strong track record of driving projects to completion.