Director, Advisory Product Management

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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

Advisory Solutions Partner Management

Risk & Compliance Oversight

Communications & Business Growth

Qualifications

Education & Experience

Desired Skills

Key Attributes

Compensation

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