Head of Advisory Growth & Strategy

Role Overview

A senior leader to drive the next stage of growth and transformation of an Investment Advisory business in Mexico, with business acumen, deep knowledge of the financial market, and ability to build, attract, and scale a high-performance organization of advisors.

What You Will Do

Define and execute the national growth strategy for Advisory, attract and develop senior financial advisors, strengthen the value proposition for Premium and Private segments, build and lead high-performance teams, and lead key performance indicators.

Why It Might Be a Fit

A professional with solid experience in Advisory, Brokerage, Private Banking, or Wealth Management, who has experience leading financial advisors or commercial investment teams, a proven track record in growth, transformation, or building businesses, and deep knowledge of the Mexican financial market.

Requirements

• Experience leading financial advisors or commercial investment teams
• Proven track record in growth, transformation, or building businesses
• Deep knowledge of the Mexican financial market
• Ability to attract, develop, and empower senior talent
• High commercial orientation, strategic vision, and executive influence
• Advanced English
• Certifications such as CFA or AMIB will be considered a plus