Director of Advisor Productivity
New
United StatesFull-TimeDirector
Salary not disclosed
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Job Details
- Experience
- 10+ years
- Required Skills
- Stakeholder management
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.
Responsibilities
- 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.
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