What are the responsibilities and job description for the Director, Advisor Growth and Development position at Integrity Marketing Group?
About Gladstone Wealth Partners
Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $13 billion in assets under management, led by their leadership team consisting of Robert Hudson, Richard Frick, Keith Brothers, Kristopher Bonocore and Phil Marchetti. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida.
Job Summary
Director, Advisor Growth and Development will focus on helping our company boost our short- and long-term profitability. The primarily goal is to identify valuable business opportunities, while also improving the company’s market presence.
The Director, Advisor Growth and Development will work closely with the President as well as other company leaders and critical constituents (i.e. Advisors) to foster and maintain strong business relationships, to drive growth.
The individual will also use their knowledge of the company’s services and products to find new opportunities that will help grow the company revenue. They will coordinate and track marketing efforts, while also assessing sales and marketing results to improve upon them. The ideal candidate should have previous experience in management, business development, marketing, and sales. The candidate will always have a strong business acumen and exceptional leadership skills, while excelling at problem solving, business development, and conflict resolution.
General Activities and Core Responsibilities
Establish and maintain productive relationships with external as well as internal partners
Recruit Advisors, individually as well as in coordination with current Advisors
Assist Advisors in identifying and cultivating acquisition opportunities
Develop scalable programs to drive growth and development within the organization
Leverage and improve upon existing programs to drive growth and development
Partner with existing Advisors to assess their business, then identify and execute on growth opportunities
Identify and solve conflicts pertaining to the business and establish appropriate expectations across the business
Oversee the creation and implementation of business plans to connect with and reach new markets
Conduct market research to identify industry changes/trends and making the necessary adjustments
Facilitate customer relationship activities to deliver exceptional service
Ensure that the departmental goals are all in line with the growth strategy of the company
Analyze the market and identifying the most strategic partnerships that will bolster the true power of our business and its growth
Present marketing opportunities and business opportunities to both executives and management
Drive an increase in business revenue, while expanding the presence of the company and bolstering the power of our brand
Primary Skills & Requirements:
Industry Experience: 3 years working with broker-dealers, RIAs, and Wealth Management in a leadership role.
Leadership Experience: 2 - 4 years in a Director level capacity, building scalable programs for advisor growth and development.
Platform Expertise: Familiarity with clearing firms (TD Ameritrade, Schwab, and Pershing) and strong proficiency in Microsoft Office and Access.
Education: Bachelor's degree or equivalent experience; 4-7 years of relevant training or industry background.
Licenses: Series 6, 7, and 65/66 (or willingness to obtain) preferred.
Core Values: Commitment to teamwork, integrity, work ethic, and customer service.
Key Competencies: Sales-focused, detail-oriented, strong communication skills, ability to work independently, and results-driven.
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
