Director of Advisory Services
A growing Investment Advisory firm is seeking a Director of Advisory Services to lead and develop our Advisory Team across multiple office locations. This role is ideal for a growth-oriented leader who excels in coaching, mentoring, and managing sales teams. The Director will play a critical role in driving strategic initiatives to enhance client satisfaction and increase profitability.
Key Responsibilities:
- Develop and implement policies, procedures, and practices to ensure process reliability, long-term growth, and client satisfaction.
- Align client engagement strategies with company values and culture to foster team development and revenue growth.
- Identify, refine, and leverage best practices for client management.
- Recruit, manage, and coach Advisors to achieve profitable growth.
- Foster a culture of collaboration, accountability, and success within the Advisory Team.
- Develop and deliver accurate and timely sales forecasts while identifying opportunities to build sales pipelines.
- Track and report key performance metrics to the leadership team.
- Mentor Advisors to exceed sales goals and sustain long-term success.
- Provide training and support on sales strategies, lead conversion, and client relationship management.
- Hire, onboard, and provide ongoing coaching for new Advisors to ensure growth and success.
- Create and implement training content for ongoing professional development.
- Establish and monitor weekly and quarterly goals to drive consistent performance.
- Report performance metrics to leadership and ensure team accountability on sales goals and administrative tasks.
Qualifications & Experience:
- Proven track record of successfully leading and developing sales teams.
- Strong ability to implement sales strategies and drive business growth.
- Experience in coaching and mentoring to foster a high-performance culture.
- Excellent communication, leadership, and team-building skills.
- Ability to analyze data and make informed business decisions.
- Financial services experience is not required for the right candidate.
This is an exciting opportunity for a driven leader to make a significant impact within a growing organization.
Equal Opportunity Employer (EOE)