Director – Advisor Growth & Development

3 + years working with broker-dealers, RIAs, and Wealth Management in a leadership role.
2 – 4 years in a director level capacity, building scalable programs for advisor growth and development.
Familiarity with clearing firms (LPL, Schwab, and Fidelity) and strong proficiency in Microsoft Office and Access.
Bachelor’s degree or equivalent experience; 4-7 years of relevant training or industry background.
Series 6, 7, and 65/66 (or willingness to obtain) preferred.
Commitment to teamwork, integrity, work ethic, and customer service.
Sales-focused, detail-oriented, strong communication skills, ability to work independently, and results-driven.

Establish and maintain productive relationships with external as well as internal partners.
Recruit Advisors, individually as well as in coordination with current Advisors.
Assist Advisors in identifying and cultivating acquisition opportunities.
Develop scalable programs to drive growth and development within the organization.
Leverage and improve upon existing programs to drive growth and development.
Partner with existing Advisors to assess their business, then identify and execute on growth opportunities.
Identify and solve conflicts pertaining to the business and establish appropriate expectations across the business.
Oversee the creation and implementation of business plans to connect with and reach new markets.
Conduct market research to identify industry changes/trends and making the necessary adjustments.
Facilitate customer relationship activities to deliver exceptional service.
Ensure that the departmental goals are all in line with the growth strategy of the company.
Analyze the market and identifying the most strategic partnerships that will bolster the true power of our business and its growth.
Present marketing opportunities and business opportunities to both executives and management.
Drive an increase in business revenue, while expanding the presence of the company and bolstering the power of our brand.