Director, Practice Management and Advisor Growth

Role Overview

As a Director, Practice Management & Advisor Growth, you will be responsible for developing and executing the strategic framework that enables Financial Advisors to grow their practices, deepen member relationships, improve productivity, and deliver holistic financial advice.

What You Will Do

Develops and leads a comprehensive practice management program for all Financial Advisors, establishes advisor segmentation, client acquisition, relationship expansion, and referral strategies, and builds scalable approaches to advisor productivity, capacity, and practice growth.

Why It Might Be a Fit

The role requires 8 years of progressive wealth management or investment advisory leadership experience, 3 years of direct team lead or management experience, and FINRA registrations and advisory experience.

Requirements

• Bachelor’s degree OR 4 years of relevant education and/or experience
• 8 years of progressive wealth management or investment advisory leadership experience
• 3 years of direct team lead or management experience
• FINRA registrations and advisory experience required
• Current FINRA 7, 66 (or 63 and 65) Licenses Required
• Current FINRA 9/10 or 24 License Required
• Demonstrated experience successfully leading advisor coaching, sales management, or practice management programs
• Strong understanding of advisory business development and financial planning
• Experience managing external wholesaler relationships and strategic partnerships
• Experience developing and implementing growth, retention, acquisition, or engagement strategies
• Experience influencing senior leaders and driving organizational change
• Experience leveraging data and analytics to identify trends and improve business outcomes

Benefits

• Comprehensive medical, dental and vision plans
• 401(k)
• Pension
• Life insurance
• Parental benefits
• Adoption assistance
• Paid time off program with paid holidays
• 16 paid volunteer hours
• Various wellness programs

Tagged as: Change Management, Financial Modeling