Director of Wealth Management Consulting

Janney Montgomery Scott; Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Director of Wealth Management Consulting to lead a talented team focused on enhancing client experiences and driving growth in Advisory and Alternative Investments. This pivotal role involves setting strategic goals, coordinating with various stakeholders, and ensuring the successful implementation of initiatives across all Wealth Management verticals. The ideal candidate will possess extensive experience in Advisory services, strong relationship management skills, and a passion for delivering exceptional client service. Join a company that values diversity and offers a competitive benefits package, including professional development assistance and generous paid time off.

Benefits

Paid Parental Leave

Generous Paid Time Off

$2,000 referral bonus

Professional Development Assistance Plan

Qualifications

• 10-15 years of experience in Advisory/Managed Accounts.
• Strong understanding of operational and regulatory needs of complex products.

Responsibilities

• Oversee WM consulting team, setting goals and metrics for growth.
• Enhance sales themes and coordinate with various teams for consistent messaging.
• Drive Advisory and Alternative Investments KPIs and provide reporting.

Skills

Advisory/Managed Accounts/Alternatives knowledge

Client Service

Relationship Management

Project/Planning Management

Initiative

Education

Bachelor's degree in finance

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Director of Wealth Management Consulting, based in Philadelphia, will lead a team of seasoned professionals who help train, educate, and support the growth of our Advisory, proprietary, HNW and Alternatives platforms along with coordination across all Wealth Management verticals. This highly visible role will serve as the central point of contact across all Janney regions for sales and consulting of all WM offerings with daily interactions to Advisors and home office employees across the firm.

What you are good at:

• Advisory/Managed Accounts/Alternatives knowledge – working with Advisory fee-based programs and platforms as well as Alternative Investments;
• Initiative - identifying ways to improve the Advisory Advisor and Client experience;
• Client Service – keeping the needs of Advisors and teams, front of mind;
• Relationship Management - coordinating with various individuals across the firm with experience of internal/external sales;
• Project/Planning Management – creating and maintaining a plan to identify areas of opportunity and track growth.

Responsibilities:

• Director of WM Consulting will be based in Philadelphia and focused on overseeing the WM consulting team by setting up goals, metrics, and campaigns for the internals/externals consultants to help the growth of the various platforms with limited regional travel.
• Ensure team coordinates with WM SMEs for Insurance, Alternatives, Retirement, Lending, Planning for branch travel.
• Enhance our sales themes for consistent messaging across regions and PCG (where applicable).
• Align with Director of Advisory Programs, Advisory Technology and Advisory Project Management for ongoing Advisory development from programs, platforms, and Investment Product Solutions.
• Drive and measure Advisory, Alternative Investments and JCM Adoption by creating and developing KPIs/metrics across the entire group for team expectations and goals and provide bi-weekly reporting.
• Partner closely with Advisory programs to assist in training, education, and growth of Alternative Investments Platform.
• Identify ways to be proactive to assist and support our Advisors.
• Assist with value-based pricing and growth of initiative.
• Continue the ongoing effort of demoing/educating/supporting the technology improvements delivered from home office.
• Assist in testing ongoing technology enhancements delivered by Advisory and coordinate with team on defects/bugs.
• Help with communication efforts.
• Develop routine communication calls with RD’s and field.
• Continue to receive feedback from Advisors and provide commentary to Advisory technology for continuous development and WM Research on Investment Product roster.
• Help guide Advisors to leverage Advisory Investment Products for portfolio construction.
• Attend various platform meetings to partner on technology developments/changes.
• Assist with newsletter creation for Advisory and communications to the field.
• Develop launch communications for newly onboarded SMAs and Alts and set up education/launch calls to inform the field.
• Track opportunities to move to Advisory including prospects from PCT to a follow-up call.
• Identify brokerage conversions to help externals drive assets.

What you have:

• Bachelor’s degree in finance.
• Minimum of 10-15 years of Advisory/Managed Accounts background.
• Understand the operational and regulatory needs of Investment and complex products including Alternative Investments.
• Ability to work in a self-directed manner.
• Requires high level of initiative, attention to detail, ability to multi-task & prioritize and provide superior customer service to our Advisors.
• Proven written and oral communication skills and the ability to communicate effectively with a wide variety of audiences.
• Excellent interpersonal skills with the ability to establish and maintain relationships at all organizational levels.
• Hybrid role with the ability for branch travel 20-25% of time and be in Philadelphia for the remainder.

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.

Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.