VP, Advisor Solutions

Gilder Search Group; Atlanta (GA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k)

15 days PTO

Short & Long Term Disability

AFLAC

Job summary

Gilder Search Group in Atlanta, GA is seeking a highly experienced VP, Advisor Solutions to enhance advisor productivity and profitability. The role focuses on strategic relationship management, requiring a minimum of 10 years in the wealth management industry.

Ideal candidates will have extensive experience with independent advisors and strong consulting skills. This position offers a competitive salary of $150,000 – $175,000 along with comprehensive benefits including health and life insurance, a 401(k), and 15 days PTO.

Qualifications

• Minimum 10 years in the securities or wealth management industry.
• Experience with independent advisors, RIAs, or broker-dealer environments.
• Demonstrated ability to serve as a strategic business consultant with strong business acumen.

Responsibilities

• Build deep, trusted partnerships with advisors.
• Deliver proactive counsel on business development and operational efficiency.
• Coordinate with Operations, Compliance, and leadership.

Skills

Strategic business consulting

Relationship management

Practice management

Communication skills

Education

FINRA Series 7, 63, 65/66 (Highly Preferred)

CFP or ChFC (Bonus)

Tools

Industry software

Advisor technology platforms

Job description

The Opportunity

We are seeking a VP, Advisor Solutions to serve as a senior relationship leader and strategic partner for our independent financial advisor client. This role focuses on delivering proactive practice management guidance to enhance advisor productivity, profitability, and scalability.

At a Glance

• Compensation – $150,000 – $175,000 annual salary
• Location – Atlanta, GA 30345
• Benefits – Health, Dental, Vision, and Life Insurance, as well as 401(k), 15 days PTO, Short & Long Term Disability, and AFLAC
• Travel – Required for advisor business reviews
• Focus – Advisor Affiliation & Pipeline Management

Your Impact

• Relationship Management: Build deep, trusted partnerships with advisors and their teams as their primary strategic lead
• Business Intelligence: Maintain comprehensive knowledge of advisor business models, demographics, and growth initiatives (travel required)
• Practice Consulting: Deliver proactive counsel on business development, operational efficiency, technology, and succession planning
• Strategic Alignment: Partner with the Investment Solutions team to align product sourcing with advisor demand and market trends
• Firm Advocacy: Drive advisor engagement and adoption of firm initiatives, platform enhancements, and available resources
• Cross-Functional Collaboration: Coordinate with Operations, Compliance, and leadership to align firm policies with the advisor experience
• Communication Governance: Review and approve advisor-facing communications to ensure brand alignment and strategic intent
• Community Leadership: Lead the Strategic Advisory Council and foster community through workshops, webinars, and best-practice sharing
• Event & Marketing Strategy: Collaborate with Marketing to develop conference content and articulate the firm’s value proposition
• Technology Oversight: Provide strategic input on advisor-facing software and vendor relationships to maximize utility
• Cultural Leadership Contribute to a high-performance culture through collaborative thought leadership and a focus on advisor success

Must-Haves

• Experience: Minimum 10 years in the securities or wealth management industry
• Industry Background: Experience with independent advisors, RIAs, or broker-dealer environments
• Credentials: FINRA Series 7, 63, 65/66 (Highly Preferred); CFP or ChFC (Bonus)
• Consulting Skills: Demonstrated ability to serve as a strategic business consultant with strong business acumen
• Specialization: Prior experience in practice management or relationship management leadership

Bonus Points

• Technical Savvy: Proficiency with industry software and advisor technology platforms
• Registrations: Relevant securities registrations
• Communication: Exceptional verbal, written, and presentation skills, with the ability to influence others

Why Join This Team?

You will work at the intersection of strategy and execution. This isn't a high-volume call center environment; it’s a strategic sales and consulting role where you collaborate directly with the Transition and Marketing teams to ensure every new advisor you bring on is set up for long-term success.