Advisory Growth Specialist

What you'll do

• Develop territory growth plans and lead opportunity reviews, pipeline discussions, and performance tracking.
• Coach advisors and support brokerage-to-advisory conversions, asset acquisition, referrals, retention, and wallet-share growth.
• Participate in client meetings, events, recruiting, and onboarding to explain advisory solutions and help close opportunities.

What they ask for

• 7+ years of financial services experience, including 3 or more years working with Financial Advisors or in investment management; equivalent experience demonstrating the same capability will be considered.
• Experience supporting, distributing, or selling investment products, advisory solutions, or related financial services offerings; working knowledge of professionally managed investment products or the investment advisory business.
• Strong communication and presentation skills; ability to manage competing priorities and deliver in a fast-moving environment.
• Comfort using CRM systems, sales tools, and reporting platforms; willingness to travel regularly within the assigned territory; Series 7 and 63/65 or 66, or ability to obtain them within 120 days of start date.

Nice to have

• Track record building trusted relationships with Financial Advisors or other demanding stakeholders, and strategic partnership with senior leaders.
• Fluency with data and pipeline tools such as Tableau, Copilot, or Salesforce; practical grasp of advisory solutions, portfolio construction, and fiduciary business models.

Tools

CRM systems, sales tools, reporting platforms, Tableau, Copilot, Salesforce