Senior Director, Advisor Solutions and Adoption

Jobtailor; Iowa (LA); On-site; USD 180,000 - 240,000; Full time

Job summary

Jobtailor is seeking an accomplished wealth management leader to drive advisor experience, practice management, and field leadership across a large, geographically distributed advisor base.

You will own growth metrics, retention, platform strategy, and collaboration with growth, investment, and product leadership to maximize revenue and asset retention. A multi-layer leadership background is essential.

Qualifications

• Fifteen+ years in wealth management with accountability for advisor experience or field leadership on a large platform.
• Track record of same-store growth and asset retention across a distributed advisor base.
• Experience designing and operating a segmented service model with retention and growth results.
• Fluency in platform economics, including advisory conversion, fee-based revenue, and tech adoption.

Responsibilities

• Own same-store growth, retention, and asset growth end to end.
• Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench.
• Set pod coverage design and advisor-to-leader ratios.
• Operate retention system including risk scoring, surveillance, and intervention plays.
• Own advisor experience standard from transition handoff through steady state.
• Instrument advisor experience with reporting and analytics.
• Partner with Head of Growth to convert service relationships into recruiting introductions and reference points.
• Partner with investment and product leadership on shelf strategy and the advisor input loop.
• Deliver success measures including revenue growth, asset retention, platform ROA, fee-based penetration, risk scoring coverage, and save rates.

Skills

Wealth management

Advisor experience management

Retention system operation

Platform economics fluency

Leadership of multi-layer orgs

Education

Bachelor's Degree

MBA or equivalent

Job description

• Own same-store growth, retention, and return on assets end to end


• Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench


• Set pod coverage design and advisor-to-leader ratios


• Operate the retention system, including risk scoring, leading-indicator surveillance, and intervention plays


• Own the advisor experience standard from transition handoff through steady state


• Instrument the advisor experience with reporting and analytics


• Partner with the Head of Growth to convert service relationships into recruiting introductions and referenceable proof points


• Partner with investment and product leadership on shelf strategy and the advisor input loop


• Deliver success measures including same-store revenue growth, advisor and asset retention, platform return on assets, fee-based penetration, risk-scoring coverage, and save rates

Requirements

• Fifteen or more years in wealth management, with accountability for advisor experience, practice management, or field leadership on a platform of comparable scale


• Record of delivering measurable same-store growth and asset retention across a large, geographically distributed advisor base


• Experience designing and operating a segmented service model with demonstrated retention and organic growth results


• Fluency in platform economics, including advisory conversion, fee-based revenue, product shelf strategy, and technology adoption


• Proven leader of leaders who has built a multi-layer organization


• Bachelor's degree required


• MBA or equivalent advanced degree preferred

Core Competencies

Demonstrates extensive experience in wealth management with a focus on advisor experience, practice management, and field leadership. Proven ability to drive same-store growth, asset retention, and implement segmented service models effectively.

Highest-signal resume keywords

• Wealth Management Experience


• Advisor Experience Management


• Retention System Operation


• Platform Economics Fluency


• Leadership of Multi-Layer Organizations

Hard Skills

• Same-Store Growth


• Asset Retention


• Risk Scoring


• Reporting and Analytics


• Fee-Based Revenue


• Product Shelf Strategy


• Technology Adoption


• Segmented Service Model Design


• Advisor-to-Leader Ratios


• Intervention Plays

Soft Skills

• Leadership


• Collaboration


• Strategic Thinking


• Communication


• Problem Solving

Certifications & Qualifications

• Bachelor's Degree


• MBA or Equivalent Advanced Degree

Industry Keywords

• Advisor Success Model


• Geographically Distributed Advisor Base


• Growth Metrics


• Investment Leadership


• Practice Management