Regional Growth Consultant for Wealth Advisors

OSTTRA Group; Richmond (VA); Sur place; USD 120 000 - 140 000; Plein temps

Avantages offerts par ce poste

Paid Parental Leave

Paid Time Off

Referral bonus $2,000

Professional Development Assistance

Résumé du poste

Janney is seeking an Organic Growth Consultant to serve as the field-based front door to the Business Development Group, based in the assigned region and traveling to branches. You will identify growth opportunities, shape practical plans, and drive execution with advisors and branch leaders.

You will build trusted relationships, coordinate resources, and turn opportunities into measurable growth, acting as the primary contact and quarterback for growth across the region.

Qualifications

• Bachelor's degree required.
• Five or more years of experience in wealth management, financial services, or a related field.
• 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.

Responsabilités

• 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.

Connaissances

Building Relationships

Organization

Educating

Team Oriented

Formation

Bachelor's degree

Outils

Salesforce

Description du poste

Janney is seeking an Organic Growth Consultant to serve as the field-based front door to the Business Development Group, based in the assigned region and traveling to branches. You will identify growth opportunities, shape practical plans, and drive execution with advisors and branch leaders.

You will build trusted relationships, coordinate resources, and turn opportunities into measurable growth, acting as the primary contact and quarterback for growth across the region.