Director of Advisor Productivity

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Accountabilities:

• Partner directly with Private Advisors and their teams to support practice management, capacity planning, and long-term business growth.
• Serve as a trusted advisor to resolve complex business, operational, and client service challenges in a timely and effective manner.
• Maintain consistent engagement with advisor teams to ensure alignment on goals, execution priorities, and performance outcomes.
• Collaborate with regional leadership and cross-functional partners to streamline workflows and improve operational efficiency across the advisory platform.
• Identify recurring operational or structural challenges and drive scalable, firm-wide solutions to enhance advisor productivity.
• Support adherence to firm standards in client service, compliance, and risk management while enabling business growth.
• Champion the adoption of tools, technology, and platform capabilities to enhance the advisor experience and operational effectiveness.
• Partner with recruiting and leadership teams to support advisor hiring, onboarding, and integration strategies.
• Guide pre- and post-onboarding processes for advisor teams to ensure smooth transitions into the operating model.
• Assess advisor team structures, readiness, and scalability to support sustainable expansion and performance.
• Act as a continuity partner during periods of organizational change, growth, or strategic transition.

Requirements:

• 10+ years of experience in wealth management, advisor support, practice management, or a related leadership function.
• Strong understanding of advisor business models, client service frameworks, and growth strategies within wealth management.
• Proven ability to coach, influence, and support senior advisors without direct managerial authority.
• Experience working cross-functionally with operations, technology, product, legal, and compliance stakeholders.
• Demonstrated experience in advisor onboarding, transitions, and/or M&A integration activities is strongly preferred.
• Strong strategic and operational thinking with the ability to translate high-level goals into practical execution.
• Excellent communication skills with the ability to engage and influence senior stakeholders and advisor teams.
• Highly collaborative, solutions-oriented, and comfortable working in fast-paced, evolving environments.
• Strong judgment, discretion, and ability to act as a trusted partner to senior professionals.
• Bias toward action, accountability, and continuous improvement in complex organizational settings.

Benefits:

• Competitive compensation aligned with senior leadership responsibilities.
• Comprehensive health, dental, and vision insurance coverage.
• Retirement savings and financial wellness programs.
• Generous paid time off and holidays.
• Opportunities to work closely with senior leadership in a high-impact, strategic role.
• Exposure to large-scale advisory operations and firm-wide transformation initiatives.
• Professional development and career growth opportunities within a leading financial services environment.
• Collaborative, high-performance culture focused on client excellence and advisor success.

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How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

 Why Apply Through Jobgether? 

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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