Advisor Growth & Engagement Strategist

Private Advisor Group; Morristown (NJ); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical

Vision

401k

Job summary

Private Advisor Group, one of the nation’s top RIAs, is seeking an analytical, relationship-oriented professional to support growth in Morristown, NJ. The role reports to Chief Client Officer and focuses on value creation across the advisor ecosystem.

You'll partner with leadership, build financial models, deliver management reporting, and help address strategic and growth initiatives across the platform.

Qualifications

• 5+ years of experience in consulting, finance, or wealth management.
• Ability to build trusted relationships with executives.
• Strong communication and problem-solving skills.

Responsibilities

• Serve as relationship manager for affiliated advisors.
• Understand advisor operations and priorities.
• Monitor performance and identify risks and opportunities.
• Help address strategic and operational challenges.
• Partner with internal teams to develop insights.
• Build financial models and reporting frameworks.
• Prepare dashboards and analyses for portfolio oversight.

Skills

Relationship management

Financial analysis

Executive engagement

Strategic planning

Communication

Ownership

Job description

Private Advisor Group, one of the nation’s top RIAs, is seeking an analytical, relationship-oriented professional to support growth in Morristown, NJ. The role reports to Chief Client Officer and focuses on value creation across the advisor ecosystem.

You'll partner with leadership, build financial models, deliver management reporting, and help address strategic and growth initiatives across the platform.