Director of Advisor Engagement & Business Development, Central

Private Advisor Group; Texas; Vor Ort; USD 150.000 - 230.000; Vollzeit

Zusammenfassung

Private Advisor Group in the Central territory seeks a Director of Advisor Engagement & Business Development to lead growth, deepen advisor relationships, and drive recruitment. You will mentor a small team and partner with Sales Enablement and Marketing to execute strategies that expand our platform.

The role requires a data-driven, hands-on leader who can manage complex client situations, travel up to 30%, and own the end-to-end recruiting funnel.

Qualifikationen

• Experience leading and developing advisory relationships.
• Strong data-driven mindset with ability to turn trends into action.
• Ability to travel up to 30% for advisor meetings and events.

Aufgaben

• Oversee growth consulting and engagement for Central territory, driving advisor growth and retention and surfacing organic opportunities.
• Lead recruiting for Central, owning the full funnel from first contact to close.
• Develop and coach the Engagement Consultant and Internal Recruiters on the competitive landscape and value proposition.
• Own escalations and partner with leadership on strategic outcomes.
• Collaborate with Sales Enablement and Marketing on content, dashboards, and campaigns.

Kenntnisse

Leadership experience

Data-driven

Sales cycle management

Advisor relationship management

Travel up to 30%

Tools

Salesforce

Jobbeschreibung

Director of Advisor Engagement & Business Development, Central

About Us

Private Advisor Group, one of the nation’s top RIA firms, is built on relationships, innovation, and providing the tools advisors need to grow their practice and serve their clients with excellence. We're in the middle of an exciting period of growth, recruiting new advisors, deepening relationships with the advisors already on our platform, and investing in the people and structure to support both.

About the Role

The Director of Advisor Engagement & Business Development for the Central Territory will serve as one of three territory leaders reporting directly to our Chief Client Officer. This role combines strategic leadership with a consultative, relationship-first approach, deepening advisor engagement while directly influencing growth across Private Advisor Group. You'll bring new advisors onto our platform and help the advisors already here grow, with the ownership and autonomy to build Central into a thriving territory.

Responsibilities

• Oversee growth consulting and engagement for Central: responsible for driving advisor growth and retention for the Central territory alongside your Engagement Consultant, focused on deepening existing advisor relationships, surfacing organic growth opportunities, and managing attrition. You will serve as a business consultant to advisors on practice growth, succession planning, and practice efficiency while utilizing data and tools such as Private Advisor Group’s proprietary Greenview Intelligence Report to surface insights to drive action.
• Lead recruiting efforts for Central: own the full recruiting funnel for the Central territory, sourcing, qualifying, and closing new advisor relationships alongside your internal recruiting partner. You will personally own key advisor relationships from first contact through close, navigating long sales cycles with multiple stakeholders.
• Develop your team: train and coach your Engagement Consultant and Internal Recruiting partners on the competitive landscape, Private Advisor Group’s value proposition, and what it takes to win and serve advisors, building a culture of accountability and continuous improvement within your territory.
• Own escalations for your territory: manage complex advisor situations and escalations within your territory with professionalism and strategic foresight, knowing when to resolve directly and when to loop in the Chief Client Officer.
• Partner across the firm: work closely with our Sales Enablement and Marketing teams on the content, dashboards, and campaigns that support your territory.

What Success Looks Like

• Central hits its goals for both organic growth of existing advisors ($1B net new organic assets) and new advisor recruiting ($1B in expected AUM).
• Advisor satisfaction and retention in the Central territory hold steady or improve as the territory scales.
• Your team, your Engagement Consultant and the Internal Recruiters you work with, operate in sync with your territory's goals.

Qualifications

• Experience: 1 0+ years of experience in financial services or wealth management, ideally within an RIA, broker-dealer, or comparable advisor-services platform, with both individual production and leadership experience preferred.
• A player-coach: you're comfortable personally carrying advisor relationships while also leading and developing a small team.
• A data driven style: you're comfortable reporting activity in Salesforce and using the data provided to help drive action, examining trends and turning them into insight rather than just activity.
• Ability to trave l: up to 30%, for advisor meetings, industry events, and time with your team across the Central territory.

Who You'll Work With

You'll report to our Chief Client Officer, and work alongside:

• Your Central Engagement Consultant, working directly with you day to day.
• Our Internal Recruiters, who support your territory’s recruiting effort broadly, with primary ownership of the emerging advisor market.
• Our Sales Enablement & Marketing teams, who collaborate and coordinate to build the content, dashboards, and campaigns your territory runs on.

Base salary plus an incentive structure tied to territory performance. Full details shared during the interview process.