Director, Advisor Practice Growth & Coaching

Morningstar; Illinois; Hybrid; USD 174,000 - 267,000; Full time

Benefits offered by this job

401k match up to 6%

Stock ownership potential

Comprehensive health benefits

Sabbatical program

Parental leave

Tuition reimbursement

Volunteer days

Job summary

Morningstar is seeking a Director of Advisor Practice Management to lead the development and delivery of advisor consulting and practice management strategy. This role focuses on helping financial advisors build stronger, more productive businesses while boosting advisor satisfaction, engagement, and retention.

The director will create scalable programs, thought leadership, and coaching frameworks to address growth, client acquisition, staffing, succession planning, and productivity.

Qualifications

• Minimum 8 years of experience in wealth management, asset management, advisor consulting, or practice management.
• Significant experience working directly with financial advisors.
• Proven track record developing advisor-facing consulting programs and thought leadership.
• CFP and/or CIMA preferred; Series 7 + 66 licenses preferred.

Responsibilities

• Serve as a trusted practice management consultant to top advisor relationships.
• Conduct consultations, workshops, and coaching sessions with advisors and enterprise partners.
• Help advisors improve business growth, productivity, client experience, and operational effectiveness.

Skills

Advisor consulting

Wealth management

Client engagement

Strategic partnering

Education

Bachelor's degree

Job description

Morningstar is seeking a Director of Advisor Practice Management to lead the development and delivery of advisor consulting and practice management strategy. This role focuses on helping financial advisors build stronger, more productive businesses while boosting advisor satisfaction, engagement, and retention.

The director will create scalable programs, thought leadership, and coaching frameworks to address growth, client acquisition, staffing, succession planning, and productivity.