Director, Advisory Product Management

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Director, Advisory Product Management

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Independent Financial Group, LLC

Independent Financial Group (IFG) is seeking a

Director of Advisory Product Management

to lead the oversight, development, and operations of IFG’s advisory products and platforms. This role is responsible for ensuring operational excellence, driving platform innovation, and strategically advancing IFG’s advisory solutions to enhance both advisor and client experiences.

The Director will oversee a high-performing team focused on product and platform enhancements, due diligence, operations, trading, billing, workflow management, and advisor support. Acting as a key liaison across departments, this individual will serve as a subject matter expert in advisory products, processes, and platform optimization. The ideal candidate is a proactive, strategic thinker with deep industry expertise, exceptional leadership ability, and a strong commitment to elevating IFG’s advisory business.

Founded in 2003, IFG provides an array of business solutions supporting more than 482 independent financial professionals across 372 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19th Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16th largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.

Job Duties

Advisory Strategy

Define and execute IFG’s long-term advisory product strategy, aligning with firmwide growth objectives.

Establish and manage pricing across platforms and solutions to balance advisor, client, and firm economics.

Corporate Advisory Platform Management

Oversee product architecture and offering strategy for IFG’s corporate advisory platform.

Manage the strategic relationship with IFG’s advisory platform technology provider to ensure quality service, competitive features, and seamless integration (AccessPoint).

Design workflows, processes, and playbooks that optimize the advisor and client experience.

Advisory Solutions Partner Management

Lead oversight of IFG’s TAMP relationships (e.g., AssetMark, Orion, Focus) to ensure platform competitiveness and strong service delivery.

Risk & Compliance Oversight

Partner with compliance and operations teams to ensure platforms meet regulatory and supervisory requirements.

Evaluate, implement, and monitor vendor controls, leveraging IFG’s product review committee as appropriate.

Communications & Business Growth

Act as a subject-matter expert on trends in advisory products, TAMPs, fiduciary regulation, and advisory business models.

Collaborate with IFG consulting teams to drive adoption of advisory solutions, increase fee-based revenue, and expand assets under management.

Lead advisory department restructuring initiatives, including task allocation, role definition, and hiring plans as needed.

Qualifications

Education & Experience

Bachelor’s degree required; advanced degree or credentials (CFA®, CIMA®, etc.) preferred.

7–10+ years of experience in wealth management, investment advisory, or financial services operations.

FINRA Series 7 & 66 required; Series 24 must be obtained within 120 days of hire.

Proven expertise in investment advisory platforms, particularly in the independent advisor space.

Desired Skills

Deep knowledge of advisory platforms, including fee-based account structures, billing, trading workflows, and compliance requirements.

Familiarity with Pershing, Envestnet, and leading IBD TAMPs such as AssetMark, Orion, and Focus.

Strong analytical skills for evaluating performance, risk, and platform economics.

Excellent communication skills—written, verbal, and presentation.

Proficiency in Salesforce CRM and workflow tools.

Advanced Excel and reporting capabilities.

Key Attributes

Strategic thinker with the ability to execute tactically in a fast-paced environment.

Strong leadership and team development skills, emphasizing accountability, mentorship, and collaboration.

Commercial mindset with an understanding of product partnerships and platform economics.

Highly organized, detail-oriented, and solutions-focused.

Skilled at balancing multiple priorities and deadlines with professionalism and a positive attitude.

Compensation

IFG offers a competitive benefits package including free on-site fitness center, company-paid medical insurance, 401(k) matching, and market-level compensation, based on experience.

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