Organic Growth Consultant

OSTTRA Group; Boston (MA); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Annual bonus eligibility

Comprehensive benefits package

Job summary

Janney is seeking a regional growth leader to travel to branches and partner with advisors to drive growth through relationship management, strategic planning, and practical execution. You will review books, identify high-value opportunities, and guide teams toward measurable outcomes.

The role emphasizes collaboration with regional managers, mastery of wealth-management levers, and active use of Salesforce to track progress and outcomes. A strong track record is required.

Qualifications

• Bachelor's degree required.
• Five+ years of experience in wealth management or related field.
• Ability to influence and sell—building credibility with advisors without direct authority.
• Working knowledge of wealth management growth levers (new households, existing households, advisory, planning).
• Strong relationship‑management skills across branches.

Responsibilities

• Live in the assigned region and travel frequently to branches to work directly with advisors and branch leaders on driving growth outcomes.
• Build trusted, ongoing relationships across the region and serve as the advisor's primary point of contact and quarterback for growth.
• Review advisor books, surface the highest-value opportunities, and help advisors set growth goals and build a clear, actionable plan.
• Own and execute core growth work end to end—on-site quick wins like client segmentation, pricing discussions, and opportunity entry in Salesforce when appropriate.
• Personally drive opportunities from identification through execution and conversion, engaging specialists only when depth or specialized work is required.
• Route advisors to the right firm resources and coordinate end-to-end support and growth strategies across the organization.
• Serve as the ongoing relationship owner—following up, holding advisors accountable to commitments, and keeping momentum on the plan.
• Maintain a working knowledge of the firm's growth programs, planning, advisory, and technology resources, and connect advisors to the appropriate partner or specialist.
• Use opportunity reports, book reviews, and analytics from Revenue Operations to proactively target the advisors and branches with greatest potential.
• Represent the voice of the advisor back to the organization, informing programs, tools, and best practices.

Skills

Building Relationships

Organization

Educating

Team Oriented

Education

Bachelor's degree

Tools

Salesforce

Job description

What you are good at:

• Building Relationships: drive organic growth, holistic advice centered around financial planning, increase practice efficiency through technology, as well as support teaming and succession strategies
• Organization: Strong organization skills and ability to effectively coordinate training sessions, roundtables, events, onboarding recruits, and supporting advisors through teaming & succession transitions
• Educating: You enjoy educating and helping others learn new things to achieve success
• Team Oriented: Consultants work closely with the Regional Business Development Coach, Regional Manager and subject matter experts in their territory to deliver a team-based approach to servicing the field

Responsibilities:

• Live in the assigned region and travel frequently to branches to work directly with advisors and branch leaders on driving growth outcomes.
• Build trusted, ongoing relationships across the region and serve as the advisor's primary point of contact and quarterback for growth.
• Review advisor books, surface the highest-value opportunities, and help advisors set growth goals and build a clear, actionable plan.
• Own and execute core growth work end to end — including on-site quick wins such as client segmentation, pricing discussions, and opportunity entry in Salesforce when appropriate.
• Personally drive opportunities from identification through execution and conversion, engaging specialists only when depth or specialized work is required.
• Route advisors to the right firm resources and coordinate end-to-end support and growth strategies across the organization.
• Serve as the ongoing relationship owner — following up, holding advisors accountable to commitments, and keeping momentum on the plan.
• Maintain a working knowledge of the firm's growth programs, planning, advisory, and technology resources, and connect advisors to the appropriate partner or specialist.
• Use opportunity reports, book reviews, and analytics from Revenue Operations to proactively target the advisors and branches with the greatest potential.
• Represent the voice of the advisor back to the organization, informing programs, tools, and best practices.

What you have:

• Bachelor's degree required.
• Five or more years of experience in wealth management, financial services, or a related field, with exposure to advisor-facing sales, business development, or practice growth.
• Demonstrated ability to influence and sell — building credibility with advisors and moving them to action without direct authority.
• Working knowledge of the wealth management business, including growth levers such as new-household acquisition, existing-household growth, advisory, and financial planning.
• Strong relationship-management skills and the ability to build trust quickly across branches and regions.
• Willingness and ability to live in the assigned region and travel frequently to branches.
• Organized, self-directed, and results-oriented, with the ability to manage many advisor relationships and opportunities at once.
• Comfort with data, CRM tools (e.g., Salesforce), and translating analytics into practical advisor action.
• Series 7 and 66 (or equivalent) preferred, or ability to obtain within 6 months.

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. Explore further.

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. Attracting, hiring, and retaining diverse talent is a priority for the firm.We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The base salary range for this position will $120,000- $140,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.