Advisory Growth Specialist

What you'll do

• Identify growth opportunities, lead pipeline reviews, and help advisors execute plans for conversions, new assets, referrals, retention, and wallet-share expansion.
• Coach advisors on advisory positioning and investment insights; participate in client and prospect meetings to explain advisory solutions and help close.
• Support recruiting and events, and track and communicate results using data and reporting tools.

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 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 of building trusted relationships with Financial Advisors or other demanding stakeholders, and ability to partner with senior leaders on market and sales strategy.
• Fluency with data and pipeline tools such as Tableau, Copilot, or Salesforce.

Pay

$144,000.00 - $198,000.00 annualized salary (base salary)

Tools

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