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Director, Advisor Practice Consulting

174 350 - 267 333$
Формат работы
hybrid
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Director, Advisor Practice Consulting (Wealth Management): Developing and delivering advisor consulting and practice management programs that improve financial-advisor growth, productivity, client experience, and operational effectiveness with an accent on scalable frameworks, thought leadership, and coaching. Focus on advising top relationships, enabling distribution teams, leading workshops and events, and connecting advisor needs with Morningstar’s wealth, research, product, and investment-management capabilities.

Location: Chicago; hybrid work with four days in-office each week in most locations.

Salary: $174,350–$267,333 annual total cash compensation, inclusive of annual base salary and target incentive.

Company

hirify.global Wealth delivers investment products and technology solutions, supported by data, research, analytics, and thought leadership, to advisors, individuals, and related businesses.

What you will do

  • Lead the development and delivery of advisor consulting and practice management strategy as an individual contributor.
  • Serve as a trusted consultant to top advisor relationships through consultations, workshops, and coaching.
  • Create scalable practice management frameworks, tools, assessments, workshops, and advisor-facing resources.
  • Develop thought leadership on advisor growth, client acquisition, segmentation, staffing, succession planning, business development, productivity, and practice management.
  • Partner with sales leadership, relationship managers, portfolio specialists, and cross-functional investment management, wealth, marketing, research, and product teams.
  • Lead webinars, conference presentations, and advisor events while connecting advisor needs with relevant hirify.global capabilities.

Requirements

  • Minimum 8 years of experience in wealth management, asset management, advisor consulting, or practice management.
  • Bachelor’s degree.
  • Significant experience working directly with financial advisors.
  • Proven track record developing advisor-facing consulting programs and thought leadership.

Nice to have

  • CFP and/or CIMA certification.
  • Series 7 and Series 66 licenses.

Culture & Benefits

  • Hybrid work environment with regular in-person collaboration and resources for engaging with global colleagues.
  • 100% 401(k) match up to 6% of salary, stock ownership potential, and company-provided life insurance.
  • Medical, dental, and vision benefits, potential premium discounts, HSA contributions, wellness incentives, and disability insurance.
  • Trust-based time off, a six-week paid sabbatical, paid family caregiving leave, paid parental leave, adoption assistance, and paid volunteering days.
  • Leadership coaching, formal mentorship, tuition reimbursement, a $1,000 annual flex stipend, charitable matching, and employee resource groups.

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