Vice President, Advisor Success – Solutions

• Own same-store growth, retention, and return on assets end to end
• Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench
• Set pod coverage design and advisor-to-leader ratios
• Operate the retention system, including risk scoring, leading-indicator surveillance, and intervention plays
• Own the advisor experience standard from transition handoff through steady state
• Instrument the advisor experience with reporting and analytics
• Partner with the Head of Growth to convert service relationships into recruiting introductions and referenceable proof points
• Partner with investment and product leadership on shelf strategy and the advisor input loop
• Deliver targeted success measures for same-store revenue growth, advisor and asset retention, return on assets, fee-based penetration, risk-scoring coverage, and save rate

• Fifteen or more years in wealth management, with accountability for advisor experience, practice management, or field leadership on a platform of comparable scale
• Record of delivering measurable same-store growth and asset retention across a large, geographically distributed advisor base
• Experience designing and operating a segmented service model with demonstrated retention and organic growth results
• Fluency in platform economics, including advisory conversion, fee-based revenue, product shelf strategy, and technology adoption
• Proven leader of leaders who has built a multi-layer organization
• Bachelor's degree required
• MBA or equivalent advanced degree preferred

Demonstrates extensive expertise in wealth management, focusing on advisor experience, retention strategies, and same-store growth. Proven ability to lead multi-layer organizations and implement effective service models that drive measurable results.

• Wealth Management Experience
• Advisor Experience Management
• Retention Strategy Development
• Platform Economics Fluency
• Leadership of Multi-Layer Organizations

• Same-Store Growth
• Asset Retention
• Service Model Design
• Risk Scoring
• Reporting and Analytics
• Fee-Based Revenue
• Product Shelf Strategy
• Technology Adoption

• Leadership
• Collaboration
• Strategic Thinking

• Bachelor's Degree
• MBA or Equivalent Advanced Degree

• Advisor Success Model
• Geographically Distributed Advisor Base
• Transition Handoff
• Advisor Input Loop
• Targeted Success Measures