Vice President, Advisor Success – Solutions

Jobtailor; Iowa (LA); On-site; USD 180,000 - 320,000; Full time

Job summary

Jobtailor seeks a senior wealth management leader to own advisor experience, retention, and growth across a geographically distributed team. The role drives same-store revenue, asset retention, and fee-based penetration while coordinating across growth, product, and leadership to optimize the advisor family ecosystem.

The successful candidate will design scalable service models, lead leaders, and implement analytics-driven interventions to improve outcomes and client value.

Qualifications

• Proven wealth management leadership with accountability for advisor experience and practice management.
• Experience delivering same-store growth and asset retention for a large, distributed advisor base.
• Ability to design and operate a segmented service model with retention and growth results.

Responsibilities

• Own end-to-end growth, retention, and asset performance metrics.
• Lead the advisor success model and the consulting bench for solutions, platform, and technology.
• Set coverage design and advisor-to-leader ratios to optimize workflows.
• Operate risk scoring, surveillance, and intervention plays for retention.
• Own the advisor experience from transition handoff to steady state with analytics.
• Partner with Growth, investment and product leadership on shelf strategy and input loops.
• Deliver targeted success measures for revenue growth, retention, and ROI.

Skills

Same-Store Growth

Asset Retention

Service Model Design

Risk Scoring

Reporting and Analytics

Fee-Based Revenue

Product Shelf Strategy

Technology Adoption

Education

Bachelor's degree

MBA or Equivalent Advanced Degree

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 targeted success measures for same-store revenue growth, advisor and asset retention, return on assets, fee-based penetration, risk-scoring coverage, and save rate

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 expertise in wealth management, focusing on advisor experience, retention strategies, and same-store growth. Proven ability to lead multi-layer organizations and implement effective service models that drive measurable results.

Highest-signal resume keywords

• Wealth Management Experience
• Advisor Experience Management
• Retention Strategy Development
• Platform Economics Fluency
• Leadership of Multi-Layer Organizations

ATS Optimization Keywords

Hard Skills

• Same-Store Growth
• Asset Retention
• Service Model Design
• Risk Scoring
• Reporting and Analytics
• Fee-Based Revenue
• Product Shelf Strategy
• Technology Adoption

Soft Skills

• Leadership
• Collaboration
• Strategic Thinking

Certifications & Qualifications

• Bachelor's Degree
• MBA or Equivalent Advanced Degree

Industry Keywords

• Advisor Success Model
• Geographically Distributed Advisor Base
• Transition Handoff
• Advisor Input Loop
• Targeted Success Measures