Director, Wealth Management Growth & Relationships

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 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.