Director of Advisor Success and Practice Management
Remote
Job Summary
Develop and implement strategic plans for advisor integration and growth, while engaging in new initiatives to drive retention and success. Educate and train advisor teams on company resources and tools to increase performance, and perform data-driven analysis of business performance to recommend process improvements. Collaborate with operations and custodial client support teams to resolve client issues timely, aligning advisor adoption with Perigon's business needs and goals. Maximize retention by helping advisors integrate company products and workflows efficiently. This role reports to the CEO and focuses on organizational efficiency and growth within the firm's $5.5 billion asset management portfolio.
Required Qualifications
- Strategic planning", "Advisor integration", "Advisor retention", "Operational improvements", "Data driven analysis", "Process improvement measures", "Understanding of advisory team functions", "Organizational efficiency", "Organizational growth
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.