Head of Advisory Pricing & Business Strategy

Hansen Filler Associates; Philadelphia (Philadelphia County); Sur place; USD 150 000 - 230 000; Plein temps

Résumé du poste

Hansen Filler Associates seeks a Director, Advisory Pricing & Strategy to lead a major organic growth initiative. You will define how the firm prices advisory relationships, building a consistent fee framework and guiding pricing decisions across the advisor network.

You will influence senior executives, coach advisors, and shape fee-based economics to reflect the value of the advice provided. This is a high-impact, leadership-driven role in wealth management.

Qualifications

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

Responsabilités

• Set how the firm prices advisory relationships.
• Build a consistent fee framework across the advisor network.
• Help advisors grow their fee-based business.
• Ensure client relationships are priced to reflect value.

Connaissances

Advisory pricing

Wealth management

Pricing strategy

Relationship building

Executive influence

Training presentations

Formation

FINRA licences

Description du poste

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