Bill Hortz
Bill Hortz is the Founder and Dean of the Institute for Innovation Development, a leading business innovation platform serving the financial services industry. Hortz is an independent business consultant with more than 30 years of experience in financial services, specializing in sales strategy, marketing, branding, and distribution models for asset management and investment firms. Throughout his career, he has worked extensively with senior leadership teams to restructure and scale both internal and external sales organizations. His experience includes the development of strategic account management frameworks and distribution strategies for major financial firms, including OppenheimerFunds, Neuberger Berman, and Templeton Funds Distributors. He is also the President of Strategic Account Management Solutions, where he advises firms on growth strategy, client engagement, and organizational effectiveness.
Bill Hortz Professional Experience / Academic History
Professional Experience
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Founder and Dean
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Director of Strategic Accounts
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Regional Director of Institutional Services
Academic History
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B.S., Psychology
EARLY CAREER
Earlier in his career, Bill Hortz built a strong foundation in financial services sales, marketing, and distribution leadership.
He held senior roles across multiple investment management organizations, where he focused on modernizing wholesaling structures, enhancing strategic account coverage, and aligning sales teams with evolving advisor needs.
His work consistently centered on helping firms adapt to changing market dynamics, regulatory environments, and client expectations.
MEDIA PRESENCE & THOUGHT LEADERSHIP
Bill Hortz is widely recognized as a thought leader on innovation in financial services distribution and advisor engagement.
Through the Institute for Innovation Development, he regularly convenes executives, asset managers, and advisors to discuss emerging trends, business transformation, and the future of advice.
He has contributed insights and commentary through industry platforms associated with Kiplinger and other financial services publications, and he is a frequent speaker at industry conferences, roundtables, and executive forums.