Director, Mass-Affluent Advisory Growth

Harrison Gray Search; United States; Hybrid; USD 250,000 - 300,000; Full time

Benefits offered by this job

Medical, Dental, Vision

HSA/FSA

Life/AD&D

Disability insurance

401(k) match

Generous PTO

Parental leave

Summer hours

Job summary

Harrison Gray Search is partnering with a nationally recognized fee-only wealth advisor to appoint a Director who will lead the Mass-Affluent Advisory Practice. This role owns the performance, development, and engagement of a nationwide team of Financial Advisors serving mass-affluent clients.

The Director reports to the National Director of Advisory and collaborates with senior leadership to scale service standards, optimize ROI, and drive strategic growth across remote and in-person settings,

Qualifications

• Bachelor’s degree in a related field required; MBA preferred.
• Minimum 5 years of leadership experience in financial services or wealth management.
• Series 65 designation required.

Responsibilities

• Lead, coach, and develop a high-performing team of Advisors serving the mass-affluent client segment.
• Drive strategic execution of the mass-affluent advisory initiative, ensuring scalable, high-quality service and achievement of KPIs.
• Oversee client segmentation and transitions, ensuring optimal service alignment as client assets and needs evolve.
• Collaborate cross-functionally to optimize processes, support business development, and enhance client experience.
• Report on performance and ROI at the executive level, using analytics to inform decisions and achieve financial targets.

Skills

Leadership

Team management

Strategic thinking

Communication

Education

Bachelor’s degree in related field

Tools

MS Office

Financial planning software

CRM systems

Job description

Harrison Gray Search is partnering with a nationally recognized fee-only wealth advisor to appoint a Director who will lead the Mass-Affluent Advisory Practice. This role owns the performance, development, and engagement of a nationwide team of Financial Advisors serving mass-affluent clients.

The Director reports to the National Director of Advisory and collaborates with senior leadership to scale service standards, optimize ROI, and drive strategic growth across remote and in-person settings,