Head of Strategy, Integration, & Performance

The Head of Strategy, Integration, & Performance (Chief of Staff, Principal Owner Channel) supports and advances the Principal Owner channel's strategy, execution, and overall business performance. This role serves as a key integrator across sales, product, marketing, operations, and channel leadership teams, ensuring alignment on priorities, driving operational excellence, and accelerating growth initiatives. The position partners closely with senior leaders to strengthen execution, improve organizational effectiveness, and enhance advisor success. Key Responsibilities Strategic Leadership & Cross-Functional Alignment Serve as a central point of coordination across channel leadership, sales, product, marketing, operations, and enterprise partners.…