VP, Advisor Experience & Growth 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

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.