Director of Advisor Services

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Director of Advisor Services in United States.

This senior leadership role is responsible for driving advisor team performance, growth, and operational excellence across a multi-state region. The Director of Advisor Services acts as a strategic partner and trusted consultant to advisor teams, supporting them in achieving business goals, optimizing practice operations, and delivering exceptional client outcomes. The position combines relationship management, coaching, and general management responsibilities, translating organizational strategy into measurable advisor-level results. It requires a strong focus on organic growth, operational discipline, and team development while collaborating closely with cross-functional partners. The role offers a dynamic, remote work environment with opportunities to influence practice strategy, enhance advisor performance, and support long-term business impact across the Great Lakes Region. Success depends on leadership, analytical insight, and the ability to balance people, growth, and operations.

Accountabilities:

• Serve as the primary strategic partner for advisor teams, building trusted relationships and providing consultative leadership to improve performance and client outcomes.

• Drive organic growth by partnering with advisor teams to identify opportunities, enhance sales effectiveness, and support revenue and client acquisition goals.

• Act as a general manager for assigned advisor teams, overseeing practice health, business plan execution, and accountability for performance metrics.

• Facilitate practice optimization, including workflow evaluation, operational efficiency improvements, and adoption of best practices across teams.

• Support advisor and team development through coaching, talent assessments, succession planning, and training initiatives.

• Lead implementation of regional and corporate programs, including change management, technology adoption, and compliance adherence.

• Provide insights from advisor engagement and regional trends to inform strategic decision-making and business planning.

Requirements:

• Bachelor’s degree (or equivalent experience) in business, finance, or a related field.

• Minimum 10 years of experience in wealth management advisory practices, with at least 5 years in management or leadership roles.

• Demonstrated success in driving organic growth and measurable outcomes within advisor teams.

• Strong general management skills, balancing growth, operations, and people management responsibilities.

• Expertise in financial planning, client acquisition, marketing, practice management, or business operations.

• Proven ability to influence and lead without direct positional authority.

• Excellent communication, relationship-building, and presentation skills.

• Strong organizational skills with the ability to manage multiple priorities and deadlines.

• Willingness to support a multi-state region, with up to 20% travel.

• Preferred: FINRA Series 7 and 66 (or 63 and 65), insurance licenses, CFP designation, and proficiency in Microsoft Office, Salesforce, Tamarac, and/or Orion.

Benefits:

• Competitive salary: $150,000 to $180,000, plus performance-based bonuses.

• Comprehensive medical, dental, and vision coverage.

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA).

• Employer-paid life and AD&D insurance, short- and long-term disability coverage.

• 401(k) plan with company match and profit sharing.

• Paid time off: 18 days annually (25 days after 4 years), plus 12 paid holidays.

• Paid parental and caregiver leave.

• Tuition, licensing, and credential reimbursement.

• Wellness programs and voluntary benefits, including pet insurance.

• Professional development and training opportunities.

Why Apply Through Jobgether?

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.

#LI-CL1