Wealth Management Advisor Success Director

Jobtailor; Iowa (LA); On-site; USD 150,000 - 230,000; Full time

Job summary

Jobtailor is seeking a senior wealth-management consultant to own the multi-year producing relationship for the Core & Emerging pod, driving growth and delivering value-added services from transition onward.

You will lead at-risk conversations, guide succession planning, and apply a rigorous risk-scoring system to protect and optimize client portfolios. This role emphasizes business consulting over traditional relationship management.

Qualifications

• Twelve or more years in wealth management with direct accountability for a portfolio of producing advisors.
• Record of delivering same-store growth and retention across a large advisor portfolio.
• Practice management consulting depth across succession, human capital, niche marketing, and fee-based conversion.
• Comfortable operating an early-warning retention system and leading at-risk and save conversations directly with practice owners.
• Credible with independent advisors as a business consultant rather than a relationship manager.
• Bachelor's degree required.
• CFP designation preferred.

Responsibilities

• Own the multi-year producing relationship for the Core & Emerging pod from transition handoff onward.
• Deliver the firm's value-add service model, including book review, succession planning, cross-sell, technology coaching, fee conversion, niche marketing, and human capital.
• Operate the advisor risk-scoring and early-warning system; trigger at-risk interventions within 48 hours of a red flag.
• Run quarterly business reviews and annual practice planning across the pod.
• Source recruiting introductions from the pod and support the recruiting organization as a reference.
• Hold pod coverage inside benchmark as the advisor count grows.

Skills

Wealth management

Practice management consulting

Advisor retention strategies

Business consulting

CFP designaton?

Education

Bachelor's Degree

CFP Designation

Tools

Risk-scoring systems

Job description

Jobtailor is seeking a senior wealth-management consultant to own the multi-year producing relationship for the Core & Emerging pod, driving growth and delivering value-added services from transition onward.

You will lead at-risk conversations, guide succession planning, and apply a rigorous risk-scoring system to protect and optimize client portfolios. This role emphasizes business consulting over traditional relationship management.