Senior Director, Advisor Success
Job in
Iowa, Calcasieu Parish, Louisiana, 70647, USA
Listed on 2026-09-18
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
- Own the multi-year producing relationship for the Core & Emerging pod from transition handoff onward
- Deliver the firm's value-add service model, including book review, succession planning, cross-sell, technology coaching, fee conversion, niche marketing, and human capital
- Operate the advisor risk-scoring and early-warning system; trigger at-risk interventions within 48 hours of a red flag
- Run quarterly business reviews and annual practice planning across the pod
- Source recruiting introductions from the pod and support the recruiting organization as a reference
- Hold pod coverage inside benchmark as the advisor count grows
- Twelve or more years in wealth management with direct accountability for a portfolio of producing advisors
- Record of delivering same-store growth and retention across a large advisor portfolio
- Practice management consulting depth across succession, human capital, niche marketing, and fee-based conversion
- Comfortable operating an early-warning retention system and leading at-risk and save conversations directly with practice owners
- Credible with independent advisors as a business consultant rather than a relationship manager
- Bachelor's degree required
- CFP designation preferred
Demonstrates extensive expertise in wealth management, focusing on practice management consulting, advisor retention strategies, and delivering value-added services. Proven ability to manage large advisor portfolios while driving growth and maintaining strong relationships with independent advisors.
Highest-signal resume keywords- Wealth Management Experience
- Practice Management Consulting
- Advisor Retention Strategies
- Business Consulting
- CFP Designation
- Portfolio Management
- Succession Planning
- Fee-Based Conversion
- Niche Marketing
- Risk-Scoring Systems
- Business Reviews
- Practice Planning
- Advisor Growth Strategies
- Relationship Building
- Consultative Selling
- Communication Skills
- Bachelor's Degree
- CFP Designation
- Wealth Management
- Advisor Portfolio
- Human Capital
- Cross-Sell Strategies
- Early-Warning System
Position Requirements
10+ Years
work experience
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