Senior Wealth Planning Lead

Financeroles

New York (NY)

Sur place

USD 132 000 - 218 000

Plein temps

14 jours+

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Résumé du poste

Guardian Wealth Partners is seeking a Planning Team Leader to build, lead, and scale a high-performing advisor team within Guardian’s fee-based RIA platform. This leader will own end-to-end acquisition, growth, and client delivery strategy, collaborating with Distribution and enterprise stakeholders to position Guardian Wealth Partners as a holistic wealth management solution.

You will drive go-to-market plans across segments from mass affluent to HNW, design servicing models, and foster a

Qualifications

10+ years in wealth management or financial planning with 5+ years in leadership.
Deep understanding of fee-based advisory models and holistic financial planning.
Experience leading advisor teams across affluent and HNW client segments.
Proven ability to develop client acquisition, go-to-market, or distribution strategies.
Experience scaling sales organizations using digital and hybrid engagement models.
Strong knowledge of RIA regulatory and fiduciary standards.

Responsabilités

Lead and develop a team of advisors responsible for converting inbound leads into long‑term advisory relationships.
Define and execute the client acquisition go-to-market strategy for Guardian Wealth Partners.
Develop servicing models aligning client needs with digital, hybrid, and advisor-led engagement.
Drive growth across subscription-based planning, fee-based planning, and fee-based investment management.
Establish operating rhythm, metrics, and feedback loops to evaluate go-to-market effectiveness.
Collaborate with Distribution, Wealth Management, Product, Marketing, Operations, and Compliance.
Design and oversee the servicing and retention strategy for Guardian Wealth Partners clients.
Ensure a consistent experience across digital planning tools and hybrid engagements.
Champion a client-centric, education-driven approach.
Monitor client experience, retention indicators, and service quality to identify improvements.
Create mechanisms for feedback to improve lead quality and conversion outcomes.
Recruit, onboard, coach, and develop a high-performing team of advisors.
Set clear performance expectations, sales goals, and activity metrics.
Develop a system to track performance and coaching results.
Foster a strong sales and advice culture with continuous improvement.