Strategic Platform Manager

AmeriLife; Saint Louis Park (MN); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

PTO

Medical, dental, vision

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife in Minnesota seeks a Strategic Platform Manager to drive the execution and ongoing enhancement of TruChoice’s advisor practice management platforms, partnering with development leadership to steer program delivery and continuous improvement.

You will lead cross-functional initiatives, enable sales and internal teams, and gather advisor feedback to inform platform growth. Strong communication, data insights, and CRM proficiency are essential.

Qualifications

• 4–7+ years of experience in program management, sales enablement, training, or related roles.
• Experience in financial services, wealth management, or insurance strongly preferred.
• Experience supporting or contributing to strategic initiatives or program development.
• Exposure to advisor-facing or sales-driven environments preferred.

Responsibilities

• Lead end-to-end execution of advisor development programs, ensuring high-quality delivery across all components.
• Manage program logistics including planning, coordination, communication, and advisor member experience.
• Ensure consistency and scalability across programs, both virtual and in-person.
• Partner with leadership to support evolution and strategic direction of platform programs.
• Identify opportunities for enhancements, new initiatives, and increased platform impact.
• Participate in proposals, business cases, and recommendations for platform growth.
• Provide input into platform strategy based on data and performance.

Skills

Organization

Program management

Communication

Cross-functional collaboration

Data analysis

CRM & Office tools

Tools

CRM systems

Microsoft Office

Program management tools

Job description

Job Summary

The Strategic Platform Manager is responsible for the execution and ongoing enhancement of TruChoice’s financial advisor practice management platforms. Serving as a key liaison across internal teams and contributing to advisor-facing initiatives, this role helps drive platform adoption, engagement, and measurable business outcomes. This team member works in close partnership with Strategic Platform Development leadership to support the strategic direction of each program, while owning day-to-day program delivery and continuous improvement. The role offers high visibility across Strategic Platform Development leadership, internal stakeholders, and external financial advisors, with opportunities to influence program strategy and encouraged innovation.

Key Responsibilities

Program Execution & Ownership

• Lead end-to-end execution of advisor development programs, ensuring high-quality delivery across all components
• Manage program logistics including planning, coordination, communication, and advisor member experience
• Ensure consistency and scalability across programs, both virtual and in-person

Strategic Contribution & Platform Development

• Partner with Strategic Platform Development leadership to support the evolution and strategic direction of practice management programs
• Identify opportunities for enhancements, new initiatives, and increased platform impact
• Participate in the development of proposals, business cases, and recommendations to support platform growth
• Provide input into platform strategy based on field feedback, data insights, and program performance

Sales Enablement & Internal Engagement

• Collaborate with sales management and internal stakeholders to implement platform aspects of organizational initiatives
• Support internal teams with tools, communication, and training to drive awareness and utilization
• Act as a subject matter resource for platform-related questions and program membership

Partner & Advisor-Facing Support

• Support advisor-facing initiatives, including participation in presentations, trainings, and events as needed
• Represent platforms in interactions with internal stakeholders and external partners, contributing to a consistent and professional presence
• Gather feedback from advisors, wholesalers, and wholesaling management to inform program improvements

Data, Reporting & Insights

• Track and analyze program performance, engagement, and outcomes
• Maintain reporting dashboards and provide insights to leadership on program effectiveness
• Use data to inform recommendations and continuous improvement efforts

Content & Experience Development

• Support the development and refinement of presentations, training materials, and program resources
• Ensure content aligns with advisor needs, business priorities, and platform objectives
• Enhance the overall participant experience across all program touchpoints

Compliance & Governance

• Ensure all programs adhere to regulatory requirements and company policies
• Maintain accurate documentation for audits and compliance reviews
• Partner with compliance and legal teams as needed

Qualifications

Experience

• 4–7+ years of experience in program management, sales enablement, training, or related roles
• Experience in financial services, wealth management, or insurance strongly preferred
• Experience supporting or contributing to strategic initiatives or program development
• Exposure to advisor-facing or sales-driven environments preferred

Skills & Capabilities

• Strong organizational and program management skills with the ability to manage multiple initiatives simultaneously
• Ability to contribute to strategic discussions and translate ideas into execution
• Strong communication and presentation skills
• Comfortable working cross-functionally and influencing without direct authority
• Analytical mindset with the ability to interpret data and generate insights
• Proficiency with CRM systems, Microsoft Office, and program management tools

Key Attributes

• Strategically curious: Brings ideas and identifies opportunities for improvement
• Execution-focused: Delivers high-quality programs with attention to detail
• Collaborative partner: Works closely with leadership and cross-functional teams
• Credible communicator: Able to represent the platform professionally
• Adaptable: Thrives in a fast-paced, evolving environment

Success Metrics

• Program execution quality and consistency
• Platform adoption and engagement levels
• Stakeholder (internal + external) satisfactionQuality of insights and contributions to platform evolution
• Efficiency and scalability of program delivery

Salary

• Salary Range: $90,000
• Salary offers will vary commensurate with experience, education, skills, and training

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans With Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.