Director of Advisor Growth and Engagement

Private Advisor Group; Morristown (NJ); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical

Vision

401k

Job summary

Private Advisor Group, one of the nation’s top RIAs, is seeking an analytical, relationship-oriented professional to support growth in Morristown, NJ. The role reports to Chief Client Officer and focuses on value creation across the advisor ecosystem.

You'll partner with leadership, build financial models, deliver management reporting, and help address strategic and growth initiatives across the platform.

Qualifications

• 5+ years of experience in consulting, finance, or wealth management.
• Ability to build trusted relationships with executives.
• Strong communication and problem-solving skills.

Responsibilities

• Serve as relationship manager for affiliated advisors.
• Understand advisor operations and priorities.
• Monitor performance and identify risks and opportunities.
• Help address strategic and operational challenges.
• Partner with internal teams to develop insights.
• Build financial models and reporting frameworks.
• Prepare dashboards and analyses for portfolio oversight.

Skills

Relationship management

Financial analysis

Executive engagement

Strategic planning

Communication

Ownership

Job description

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

Private Advisor Group is seeking an analytical, relationship-oriented professional to help drive value creation across its ecosystem of wealth advisors. This role will work with a team and serve as a point of contact for our affiliated advisors, developing a deep understanding of each business and working closely with leadership teams to support growth, identify challenges, and drive solutions.This role will be located in our Morristown, NJ headquarters and report to our Chief Client Officer.

Responsibilities

• Serve as relationship manager for affiliated advisors, maintaining regular engagement with leadership teams and acting as a trusted representative of Private Advisor Group.
• Develop and maintain a deep understanding of each advisor’s operations, organizational structure, strategic priorities, and key personnel.
• Monitor business performance and partner health through financial, operational, and qualitative indicators; proactively identify risks, challenges, and opportunities.
• Help partner leadership teams address complex business issues, evaluate strategic initiatives, and navigate operational, organizational, and growth-related decisions.
• Partner with the finance, investment, data/BI, and other internal teams to develop insights and support informed decision-making across the portfolio.
• Build and maintain financial models, performance analyses, and reporting frameworks to support portfolio oversight, budgeting, forecasting, and long-range planning.
• Prepare management reporting, dashboards, and analyses that provide visibility into partner performance and key business drivers across the ecosystem.

Qualifications

• 5+ years of experience in management consulting, strategic finance, corporate development, wealth management, or a related field.
• Strong financial analysis capabilities, with the ability to assess business performance and identify key drivers of growth and profitability.
• Demonstrated ability to build trusted relationships with executives, founders, and business owners.
• Strong business judgment and problem-solving skills, with the ability to synthesize complex information and develop practical solutions.
• Excellent communication and interpersonal skills, with experience influencing stakeholders across diverse organizations.
• Highly organized, self-directed, and comfortable operating in a dynamic, growth-oriented environment.
• Strong sense of ownership and accountability, with a proactive approach to execution and follow-through.
• Experience working with founder-led businesses, RIAs, wealth management firms, or professional services organizations is preferred.

Compensation

Base salary of $125,000 – $175,000 depending on experience, with the opportunity for an annual bonus based on performance.

• Medical
• Vision
• 401k

Work Location and Hours

This is a full-time in-person position located in Morristown, NJ.