Summary:
In this role, the Senior Director reports to the Chief Experience Officer and oversees the advisor experience for all independently affiliated advisors (1099 teams). The Senior Director, Advisor Experience has a wide range of strategic responsibilities, including:
- Advisor Advocacy
- Advisor Engagement
- Advisor Satisfaction
- Community Building
- Program Management
- Strategic Partnerships & Projects
Location: The position will ideally be in New Orleans, LA. Remote candidates may also be considered.
Responsibilities:
Advisor Advocacy
- Leading and managing the Advisor Advocate team of relationship managers
- Assisting the Advisor Advocate team with relationship and advisor business support
- Overseeing annual relationship calls and/or in-person meetings with the top segment of affiliated advisors
Advisor Engagement
- Overseeing the development of practice management resources and solutions (i.e., business intelligence reports, case studies, white papers, help center articles)
- Developing an advisor engagement program, in conjunction with key stakeholders around the firm, to drive greater adoption of firm-wide value-add services, solutions, and programs
- Designing an advisor recognition program
- Representing the Advisor Experience team with prospects and vendors
Advisor Satisfaction
- Managing advisor input and feedback through surveys, focus groups, and 1:1 meetings
- Driving strong Net Promoter and Advisor Satisfaction Survey results
- Identifying trends and opportunities to enhance the advisor experience
Community Building
- Facilitating community-building events, webinars, and monthly newsletters
- Developing and guiding peer-to-peer collaboration and idea-sharing initiatives
Program Management
- Overseeing and launching select value-add programs that support or mission
Strategic Partnerships & Special Projects
- Building and strengthening relationships with key external partners/sponsors
- Contributing leader for strategic firm initiatives and projects along with other stakeholders
Skills & Qualifications
- Bachelor’s degree
- 3+ years working in the RIA, Hybrid-RIA, or wealth management industry
- Familiarity with a hybrid-RIA setup that is multi-custodian
- Familiarity with a tuck-in or aggregator RIA model
- Experience managing a sales or relationship management team
- Experience with sales enablement and program development
- Exemplary customer service skills with a solution-based approach
- Ability to operate in a fast-paced environment
- Great communicator, excellent writing skill
- Team player who can work well with multiple divisions across the firm
