Strategic Growth Director – Wealth Advisory Teams

PowerToFly; Houston (TX); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Job summary

A leading financial services firm in Houston is seeking an experienced Director of Business Strategy to enhance client relationships and manage the team's overall strategy. The role involves supporting Financial Advisors and collaborating with internal teams to optimize service delivery. Candidates should have over 10 years of relevant experience, advanced degrees or certifications, and the ability to thrive in a dynamic environment. Exceptional leadership and knowledge of financial products are essential for success.

Qualifications

• 10+ years of experience in a field relevant to the position required.
• Advanced degree or professional certification or prior industry experience required.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Cultivating relationships with business partners and colleagues.
• Supporting the FA/PWA/team with client relationships.
• Assisting in developing and delivering the client service model.

Skills

Leadership skills

Knowledge of financial services products

Detail-oriented

Exceptional writing skills

Strong time management skills

Collaborative team player

Ability to adapt

Education

10+ years of experience in a relevant field

Advanced degree or professional certification

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

MS Office (especially MS Excel)

Job description

A leading financial services firm in Houston is seeking an experienced Director of Business Strategy to enhance client relationships and manage the team's overall strategy. The role involves supporting Financial Advisors and collaborating with internal teams to optimize service delivery. Candidates should have over 10 years of relevant experience, advanced degrees or certifications, and the ability to thrive in a dynamic environment. Exceptional leadership and knowledge of financial products are essential for success.