Advisory Growth Specialist

Role Overview

As an Advisory Growth Specialist, you will partner with Financial Advisors and Market Executives to drive advisory growth through brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion. You will coach advisors on business development and advisory positioning, and support recruiting, onboarding, and client events.

What You Will Do

You will help advisors win new assets, transition brokerage assets into advisory relationships, deepen relationships, convert prospects, and build repeatable growth strategies. You will also track and communicate results using data and insight.

Why It Might Be a Fit

This role requires strong communication and presentation skills, with the ability to hold a room and handle pushback in the moment. You will need to manage competing priorities and deliver in a fast-moving environment.

Requirements

• 7+ years of financial services experience
• 3 or more years working with Financial Advisors or in investment management
• Experience supporting, distributing, or selling investment products, advisory solutions, or related financial services offerings
• Working knowledge of professionally managed investment products or the investment advisory business
• Strong communication and presentation skills
• Demonstrated ability to manage competing priorities and deliver in a fast-moving environment
• Comfort using CRM systems, sales tools, and reporting platforms to manage activity and measure results
• Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of your start date

Benefits

• Annual discretionary plan
• Paid time off
• Resources and support
• Industry-leading benefits