Job Description
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Director of Advisor Productivity in the United States.
This is a senior regional leadership role focused on enabling high-performing wealth advisory teams to operate at their full potential. You will act as a strategic partner to Private Advisors, helping them scale their practices, improve operational efficiency, and enhance the overall client experience. The role sits at the intersection of advisory teams and central functions, requiring strong cross-functional coordination across operations, technology, legal, compliance, and product. You will identify friction points in advisor workflows and drive practical, scalable solutions that improve productivity and business outcomes. A key part of the role involves supporting advisor onboarding, transitions, and growth planning across a fast-evolving wealth management environment. Success requires a strong blend of advisory mindset, operational excellence, and the ability to influence senior stakeholders without formal authority.
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Director of Advisor Productivity in the United States.
This is a senior regional leadership role focused on enabling high-performing wealth advisory teams to operate at their full potential. You will act as a strategic partner to Private Advisors, helping them scale their practices, improve operational efficiency, and enhance the overall client experience. The role sits at the intersection of advisory teams and central functions, requiring strong cross-functional coordination across operations, technology, legal, compliance, and product. You will identify friction points in advisor workflows and drive practical, scalable solutions that improve productivity and business outcomes. A key part of the role involves supporting advisor onboarding, transitions, and growth planning across a fast-evolving wealth management environment. Success requires a strong blend of advisory mindset, operational excellence, and the ability to influence senior stakeholders without formal authority.