Advisor Success Manager

7–10 years of experience in financial services, preferably as a financial advisor or wholesaler

Partner directly with executive leadership, including the COO, CFO, and President, to support firm-wide advisor development initiatives

Conduct one-on-one consultations with financial advisors at all stages, from newly established books of business to highly experienced professionals

Analyze current business performance, identify gaps, and develop strategic growth plans tailored to individual advisors

Collaborate with the Advisor Success Director and administrative support to ensure execution and follow-through on strategic initiatives

Monitor performance metrics and partner with finance leadership to assess revenue growth and business impact

Support and influence advisors in advancing through defined development phases, maintaining accountability and performance standards