Director, Advisory Services

Glades Talent has partnered with a growing Investment Advisory firm that is internally driven to exceed client experience expectations. They are currently expanding their Advisory team and are looking for a Director of Advisory Services to be a part of their continued growth.

The Director of Advisory Services position is an ideal role for a LEADER that has a growth mindset; this role will coach, mentor, and manage the Advisory Team at their headquarters in Brighton as well as at each of their satellite offices. The ideal candidate has a strong track record of developing, implementing and monitoring sales department strategies, training staff and setting goals and crushing them. This individual will play an integral role across the organization by driving strategic initiatives to increase profit.

Responsibilities Include:

• Create policies, procedures and practices for process reliability, Long-term growth, Client satisfaction

• Ensure Client engagement strategies are aligned with the firms values and culture resulting in team development and revenue growth

• Identify, refine, and leverage account best practices for Client management.

• Recruit, manage, and coach Advisors to deliver profitable growth

• Create a culture of winning, collaboration and ongoing business goal achievement

• Effectively and collaboratively work across the firms functions to optimize accounts revenue growth and Client satisfaction

• Develop and deliver accurate and timely sales forecasts

• Identify opportunities to build sales pipelines

• Manage and report accurate forecasts and data to the Leadership Team

• Mentor our Advisors in achieving, exceeding, and sustaining business results

• Set and monitor ongoing goals and sales KPIs for Advisors

• Train and instruct on how to effectively increase conversion rate of leads

• Ensure accountability for all team members on sales goals, initiatives, and administrative tasks

• Foster a team-oriented culture of coordination, cooperation, and communication cross-functionally throughout the company

• Build and maintain a high-performance environment and coach others in effective team interaction and function

• Coach a team of Advisors on sales strategy, pipeline reviews and achieve quarterly targets

• Hire new Advisors and provide both onboarding and ongoing coaching to ensure their growth and success

• Create content for ongoing training and development

• Support Advisors through professional development plans

• Track and communicate weekly goals to the team to drive consistent performance week over week

• Report weekly performance metrics to the firms Leadership Team

We are searching for a sales leader that can demonstrate a track record of previous success in their career managing and elevating sales departments. The right candidate’s values will align with the firms core values; financial services experience is not required for the right candidate.

Job Type: Full-time

Pay: $100,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Compensation Package:

• Bonus opportunities
• Performance bonus
• Yearly pay

Schedule:

• Monday to Friday

Experience:

• Investment management: 5 years (Preferred)

Ability to Commute:

• Brighton, MI 48116 (Required)

Ability to Relocate:

• Brighton, MI 48116: Relocate before starting work (Required)

Work Location: Hybrid remote in Brighton, MI 48116

Salary : $100,000 - $130,000