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Director of Advisor Services
Location
Illinois
Posted
80 days ago
Salary
$150K - $180K / year
Seniority
Lead
Job Description
Director of Advisor Services
Wealth Enhancement Group
• Serve as the primary relationship leader and strategic business partner for advisor teams in the Great Lakes Region • Build trust based relationships with Advisor Leads through regular, structured engagement • Partner with Advisor Leads on roundtables and advisory committees to surface regional trends, risks, and opportunities • Act as the Voice of the Advisor for the region, sharing feedback and insights with corporate leadership • Bring a strong organic growth mindset, focused on net flows, revenue growth, and sustained advisor performance • Operate as a general manager for assigned advisor teams— owning growth outcomes, execution discipline, and overall practice health • Partner with Advisor Leads to identify growth opportunities, improve sales effectiveness, and drive measurable results • Coach advisors on networking, prospecting, and closing skills to improve opportunity conversion • Hold teams accountable to business plans, growth goals, and performance metrics • Facilitate the development and execution of advisor team business plans • Develop, monitor, and report on key business metrics to track growth, productivity, and results • Evaluate practice workflows and office processes; recommend improvements to increase efficiency and scalability • Support annual regional budgeting and monitor performance against plan • Leverage PMT specialists (Growth, Marketing, Portfolio, Operations, Tax, Insurance) to support execution and client retention • Promote adoption of best practices, centralized processes, and consistent operating standards across the region • Provide consultative leadership and coaching to Advisor Leads through regular one-on-one engagement • Help Advisor Leads build strong, collaborative, and high-performing teams • Assess advisor and staff skill levels; partner with mentors and corporate teams to deliver training and development • Support succession planning, talent development, and career progression • Identify and resolve performance or execution issues, escalating as appropriate • Support rollout and adoption of firmwide initiatives across technology, marketing, operations, compliance, finance, and HR • Help Advisor Leads understand and implement new programs and processes • Coordinate with corporate teams to ensure training completion, technology adoption, and execution discipline • Reinforce marketing strategies and track outcomes • Ensure adherence to standard operating procedures across operations, compliance, and facilities • Partner with Finance on budgeting, variance management, and fiscal discipline • Support HR initiatives including recruiting, onboarding, performance management, and manager development
Job Requirements
- Bachelor’s degree (or equivalent experience) in business, finance, or a related field
- Minimum of 10 years of experience in wealth management advisory practices
- Minimum of 5 years of management
- Demonstrated organic growth orientation with a track record of driving results within advisor teams
- Proven ability to think and act like a general manager, balancing growth, people, operations, and financial outcomes
- Strong understanding of wealth management operations with expertise in at least two of the following areas: Financial planning, Client acquisition / organic growth, Marketing, Practice management, Business operations, Project or change management
- Demonstrated success influencing and leading without direct positional authority
- Excellent communication, relationship building, and presentation skills
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- Ability to support a multi state Great Lakes Region, with up to 20% travel
- FINRA Series 7 and 66 (or 63 and 65) and insurance licenses (required for hybrid office roles) preferred
- CFP designation or equivalent experience preferred
- Proficiency in Microsoft Office, Salesforce, Tamarac, and/or Orion preferred
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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