What are the responsibilities and job description for the Managing Director of Advisory Services position at Keller Executive Search?
Our client is working with a leading consulting firm to find a Managing Director of Advisory Services. In this critical leadership role, you will be responsible for overseeing the advisory services division, ensuring the delivery of exceptional client-focused solutions, and driving business growth through strategic initiatives.
This role will require a dynamic leader who can inspire teams, foster innovation, and maintain strong relationships with clients while navigating complex business challenges.
To learn more about the recruitment company handling the search please visit our website:
https://www.kellerexecutivesearch.com/function/financial-advisor-recruitment-headhunters/
Key Responsibilities include:
- Lead and manage the advisory services team, providing direction and support to ensure high-quality client engagement and service delivery.
- Develop and execute a strategic vision for the advisory services line, aligning with the firm’s overall objectives.
- Build and maintain strong relationships with key clients, acting as a trusted advisor.
- Identify and pursue new business opportunities, driving revenue growth and expansion into new markets.
- Enhance the firm’s thought leadership by developing innovative solutions and service offerings tailored to client needs.
- Collaborate with other business units to leverage expertise and expand service offerings.
- Monitor industry trends and competitive landscape to ensure the firm remains at the forefront of advisory services.
- Prepare and present reports to senior management, including forecasts, performance metrics, and strategic initiatives.
- Bachelor's degree in Business, Finance, or a related field; MBA or equivalent is preferred.
- 10 years of experience in advisory services, consulting, or related fields, with a strong track record in leadership roles.
- Proven experience in business development and client relationship management.
- Exceptional strategic thinking, analytical, and problem-solving skills.
- Excellent communication and presentation skills, with the ability to engage stakeholders at all levels.
- Strong leadership capabilities with experience in managing and developing high-performing teams.
- Ability to navigate complex client environments and manage multiple client engagements.
- Familiarity with the regulatory landscape and best practices in advisory services is a plus.
- Competitive salary range: $160K - $250K, commensurate with experience
- Performance-based bonuses
- Hybrid work model, balancing in-office collaboration with remote work flexibility
- 401(k) retirement plan with company match
- Comprehensive health, dental, and vision insurance
- Generous paid time off (PTO) and sick leave
- Parental leave
- Professional development opportunities and support for continuing education
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. If you need assistance or an accommodation, please contact us at assistance@kellerexecutivesearch.com.
Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
Privacy and Pay Equity:
- California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
- Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
- Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
- Rhode Island: We do not request or require salary history from applicants.
- Connecticut: We provide wage range information upon request or before discussing compensation.
- New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Additional Assistance: If you need further assistance to fully engage in our application process, please contact assistance@kellerexecutivesearch.com.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Salary : $160,000 - $250,000
