Director, Advisory Pricing & Growth Strategy

Hansen Filler Associates

Philadelphia (Philadelphia County)

On-site

USD 150,000 - 230,000

Full time

9 days ago

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Job summary

Hansen Filler Associates seeks a Director, Advisory Pricing & Strategy to lead a major organic growth initiative. You will define how the firm prices advisory relationships, building a consistent fee framework and guiding pricing decisions across the advisor network.

You will influence senior executives, coach advisors, and shape fee-based economics to reflect the value of the advice provided. This is a high-impact, leadership-driven role in wealth management.

Qualifications

  • Proven experience owning advisory fee strategy or practice management within a wealth management firm.
  • Strong grasp of fee-based economics, including fee schedules and discounting.
  • Track record of winning over senior financial advisors through influence and credibility.
  • Commercial ability to guide executives on fee decisions and lead pricing discussions.
  • Strong coaching and presentation skills; experience training advisors.
  • FINRA licences a plus.

Responsibilities

  • Set how the firm prices advisory relationships.
  • Build a consistent fee framework across the advisor network.
  • Help advisors grow their fee-based business.
  • Ensure client relationships are priced to reflect value.

Skills

Advisory pricing
Wealth management
Pricing strategy
Relationship building
Executive influence
Training presentations

Education

FINRA licences

Job description

Hansen Filler Associates seeks a Director, Advisory Pricing & Strategy to lead a major organic growth initiative. You will define how the firm prices advisory relationships, building a consistent fee framework and guiding pricing decisions across the advisor network.

You will influence senior executives, coach advisors, and shape fee-based economics to reflect the value of the advice provided. This is a high-impact, leadership-driven role in wealth management.

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