Advisor Growth & Lead Conversion Strategist

Cerity Partners; New York (NY); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO policy

Parental Leave

Education and designation support

Community volunteer time

Commuter benefits

Job summary

Cerity Partners is seeking a mid-level Advisor Growth & Lead Conversion Manager to bridge the advisor population with the Growth Office, elevating performance standards and evolving the metrics that define excellence.

You will manage advisor relationships, oversee performance data, and collaborate with compliance, operations, technology, and product to align outcomes with firm strategy. Travel up to 30%.

Qualifications

• 5–8 years in wealth management across RIAs, wirehouses and hybrid models.
• Experience with B2B2C programs serving corporate clients.
• Proven ability to provide feedback with emotional intelligence.
• Strong analytical skills to interpret performance data.
• Willingness to travel up to 30% of the year.

Responsibilities

• Host monthly one-on-one and group meetings to review performance and challenges.
• Serve as primary liaison between advisors and the program management team.
• Deliver candid feedback and remediation guidance with discretion.
• Escalate systemic challenges to leadership and advocate for support.
• Monitor performance against program metrics and identify opportunities.
• Collaborate with advisors to create targeted improvement plans and track progress.
• Develop best practices and foster peer learning across the advisor community.
• Align metrics and evaluation criteria with firm strategy and client outcomes.
• Assist onboarding of new advisors and establish performance baselines.

Skills

Relationship Management

Stakeholder Management

Analytical Thinking

Constructive Communication

Adaptability

Job description

Cerity Partners is seeking a mid-level Advisor Growth & Lead Conversion Manager to bridge the advisor population with the Growth Office, elevating performance standards and evolving the metrics that define excellence.

You will manage advisor relationships, oversee performance data, and collaborate with compliance, operations, technology, and product to align outcomes with firm strategy. Travel up to 30%.