Wealth Advisory Pricing & Growth Leader

Hansen Filler Associates; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Hansen Filler Associates seeks a Director of Advisory Pricing & Strategy to lead the design of a consistent fee framework across the advisor network in NYC. You will shape how advisory relationships are priced to reflect value and drive fee-based growth for clients and the firm.

Reporting to senior leadership in Private Client, the role requires deep wealth-management experience, strong coaching and presentation skills, and the credibility to influence pricing discussions at the executive level.

Qualifications

• Proven experience owning advisory fee strategy or practice management within a wealth management firm.
• Strong grasp of fee-based economics, including fee schedules, discounting and move from commission to advisory relationships.
• Track record of winning over senior financial advisors through influence and credibility.
• Commercial confidence to guide executives on fee decisions and lead pricing discussions.
• Strong coaching and presentation skills, with experience running training sessions for advisors.
• Significant senior experience in wealth management; FINRA licences a plus.

Responsibilities

• Set how the firm prices advisory relationships.
• Help advisors grow their fee-based business.
• Lead pricing discussions with executives and when recruiting advisor teams.
• Coach and train advisors on pricing and value-based advice.
• Collaborate with senior leadership on pricing strategy across the advisor network.

Skills

Fee strategy

Wealth management

Pricing negotiations

Influence & credibility

Coaching & training

Public speaking

Education

FINRA licences (optional)

Job description

Hansen Filler Associates seeks a Director of Advisory Pricing & Strategy to lead the design of a consistent fee framework across the advisor network in NYC. You will shape how advisory relationships are priced to reflect value and drive fee-based growth for clients and the firm.

Reporting to senior leadership in Private Client, the role requires deep wealth-management experience, strong coaching and presentation skills, and the credibility to influence pricing discussions at the executive level.