Director of Advisory Services

Job Description

Job Description

Director of Advisory Services

A growing Investment Advisory firm is seeking a Director of Advisory Services to lead and develop our Advisory Team across multiple office locations. This role is ideal for a growth-oriented leader who excels in coaching, mentoring, and managing sales teams. The Director will play a critical role in driving strategic initiatives to enhance client satisfaction and increase profitability.

Key Responsibilities :

• Develop and implement policies, procedures, and practices to ensure process reliability, long-term growth, and client satisfaction.
• Align client engagement strategies with company values and culture to foster team development and revenue growth.
• Identify, refine, and leverage best practices for client management.
• Recruit, manage, and coach Advisors to achieve profitable growth.
• Foster a culture of collaboration, accountability, and success within the Advisory Team.
• Develop and deliver accurate and timely sales forecasts while identifying opportunities to build sales pipelines.
• Track and report key performance metrics to the leadership team.
• Mentor Advisors to exceed sales goals and sustain long-term success.
• Provide training and support on sales strategies, lead conversion, and client relationship management.
• Hire, onboard, and provide ongoing coaching for new Advisors to ensure growth and success.
• Create and implement training content for ongoing professional development.
• Establish and monitor weekly and quarterly goals to drive consistent performance.
• Report performance metrics to leadership and ensure team accountability on sales goals and administrative tasks.

Qualifications & Experience :

This is an exciting opportunity for a driven leader to make a significant impact within a growing organization.

Equal Opportunity Employer (EOE)