Head of Advisory Pricing & Business Strategy

Hansen Filler Associates; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Hansen Filler Associates seeks a Director of Advisory Pricing & Strategy to lead the design of a consistent fee framework across the advisor network in NYC. You will shape how advisory relationships are priced to reflect value and drive fee-based growth for clients and the firm.

Reporting to senior leadership in Private Client, the role requires deep wealth-management experience, strong coaching and presentation skills, and the credibility to influence pricing discussions at the executive level.

Qualifications

• Proven experience owning advisory fee strategy or practice management within a wealth management firm.
• Strong grasp of fee-based economics, including fee schedules, discounting and move from commission to advisory relationships.
• Track record of winning over senior financial advisors through influence and credibility.
• Commercial confidence to guide executives on fee decisions and lead pricing discussions.
• Strong coaching and presentation skills, with experience running training sessions for advisors.
• Significant senior experience in wealth management; FINRA licences a plus.

Responsibilities

• Set how the firm prices advisory relationships.
• Help advisors grow their fee-based business.
• Lead pricing discussions with executives and when recruiting advisor teams.
• Coach and train advisors on pricing and value-based advice.
• Collaborate with senior leadership on pricing strategy across the advisor network.

Skills

Fee strategy

Wealth management

Pricing negotiations

Influence & credibility

Coaching & training

Public speaking

Education

FINRA licences (optional)

Job description

We are currently partnering with a leading PE-backed financial services firm in their search for a Director, Advisory Pricing & Strategy, a newly created role supporting a significant organic growth initiative across their advisor network.

Reporting into senior leadership within the private client business, this role will set how the firm prices its advisory relationships. The core of the role is building a consistent fee framework, helping advisors grow their fee-based business, and making sure client relationships are priced to reflect the value of the advice they receive.

Essential experience/qualifications required:

• Proven experience owning advisory fee strategy or practice management within a wealth management firm (wirehouse, regional or independent)
• Strong grasp of fee-based economics, including fee schedules, discounting and the move from commission to advisory relationships
• A track record of winning over senior financial advisors and shifting how they run their books through influence and credibility, rather than mandate
• Commercial confidence to guide executives on fee decisions and to lead pricing discussions when recruiting advisor teams
• Strong coaching and presentation skills, with experience running training sessions for advisors
• Significant senior experience in wealth management; FINRA licences a plus