Director of Relationship Management

Advisor Growth Strategies LLC; Phoenix, Northern (AZ, KY); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Family health coverage

Flexible schedule

401K & profit sharing

Collaborative environment

Job summary

Advisor Growth Strategies LLC is seeking an autonomous, senior leader to drive consulting and M&A initiatives in the wealth management sector. You will build and lead a team of consultants, manage the sales funnel with partners, and strengthen client relationships while guiding firm strategy and market visibility.

The role offers executive-level compensation with performance-based incentives, reporting to the AGS Managing Partner, and a clear path toward partnership based on defined criteria.

Qualifications

• Demonstrated track record of sales and relationship management in wealth management.
• History of developing relationship management professionals.
• Intimate knowledge of wealth management and RIA industry.
• Excellent analysis and ability to produce presentations and client deliverables.
• Strong communication and client service to drive financial objectives.
• Self-starter and hands-on with cross-team collaboration.
• Experience on RM teams at large RIA or investment banking preferred.

Responsibilities

• Lead a team of consultants to manage M&A mandates and consulting projects.
• Manage the firm’s sales funnel with partners to hit financial goals.
• Collaborate with AGS team and clients in a collaborative environment.
• Enhance the firm’s industry profile via events, social media, and networks.
• Develop the company’s sales and relationship management capabilities.
• Coordinate projects, capacity, and client deliverables across the firm.
• Create and review strategic deliverables including financial models.

Skills

Sales leadership

Relationship mgmt

Wealth management

Team development

Financial modeling

Presentations

Written comms

Self-starter

RIA knowledge

Client experience

Education

Bachelor’s degree

Master’s degree

Tools

PowerPoint

Excel

Job description

Advisor Growth Strategies (AGS) is a leading consulting and mergers and acquisition (M&A) firm serving the wealth management industry. AGS is seeking a hard-driving, independent self-starter who has a passion for making a difference in the wealth management industry. Our ideal candidate will demonstrate the ability to lead and develop a team of talented consultants to help deliver best-in-class advice to our current and prospective clients.

This position provides an opportunity to play an integral role within a boutique management consulting and M&A firm. The ideal candidate will have the opportunity to demonstrate their sales & relationship management and industry knowledge to drive the execution of AGS financial objectives.

AGS offers a highly compelling and growth-oriented compensation package linked to contributor and company success. The position is a new role that will be an integral part of the firm’s management team and reports directly to the AGS Managing Partner. Success in this role will offer a clear path for career progression including the opportunity to a partner role based on defined criteria.

Responsibilities include:

• Leading a team of consultants to manage the firm’s consulting projects and M&A mandates.
• Managing the firm’s sales funnel with the partners to help achieve the company’s financial goals.
• Working in a collaborative environment and interacting with the AGS team and our clients.
• Interacting the firm partners to manage the firm’s industry profile via events, social media, and center-of-influence network.
• Developing the company’s sales and relationship management capabilities.
• Working across the firm to coordinate projects, capacity, and client deliverables.
• Creating and reviewing written strategic deliverables including financial models. The candidate will have direct accountability to AGS partners.

DESIRED SKILLS AND EXPERIENCE

• Demonstrated track record of sales and relationship management skills in wealth management and working in a team-based environment.
• History of success developing relationship management professionals.
• Intimate knowledge of wealth management. A role in practice management, transaction advisory, or business management is required.
• Excellent analysis skills, ability to independently generate presentations and advice deliverables to clients.
• Strong relationship management skills and proven sales skills. The ideal candidate must show a track record of driving financial objectives and delivering an outstanding client experience.
• Excellent writing skills. Ability to write and edit internal and client documents; pitchbooks, client presentations, and recommendations.
• Self-starter. Willingness to be hands‑on and perform whatever tasks are necessary for the company and its clients.
• Track record and successful communication internally and virtually.
• Working knowledge of the financial services industry and deep knowledge of the RIA industry. Direct experience on a relationship management team at a large RIA, custodian/broker dealer, management consulting firm or investment banking firm is strongly preferred.

QUALIFICATIONS

• Bachelor’s degree in relevant field of study such as accounting, statistics, economics, etc. Master’s degree or equivalent strongly preferred.
• 8 to 10 years experience consulting, project management, and financial services experience.
• Must have deep understanding of the RIA industry and at least 5 years experience in this segment. Candidates without RIA industry experience will not be considered.
• Sales and relationship management skills and alignment with AGS philosophy of attracting and serving clients.
• Ability to work in a team and matrixed work environment.
• Track record of managing and developing a team of consulting/relationship management professionals.
• AGS is located in Phoenix, Arizona. Co-location is strongly preferred.

Compensation and benefits:

• Executive-level compensation package with meaningful performance‑based incentives and participation in the firm’s uncapped bonus program. This position carries significant responsibility for business growth, client impact, and firm leadership.
• Benefits include: generous paid time off, paid individual health insurance and contribution to family health insurance, collaborative office environment, flexible work schedule, 401K and profit sharing plan.