Director of RPAS Growth & Advisor Enablement

Own RPAS revenue growth outcomes by developing pipeline, managing conversion rates, and executing a structured advisor outreach cadence to drive referrals. Lead the full sales lifecycle from qualification to close, while building repeatable growth models with measurable inputs. Serve as primary liaison to financial advisors, equipping them with tools, messaging, and training to improve opportunity identification. Establish processes for referral generation and maintain CRM ownership for forecasting and accountability. Lead CPA and external alliance strategy through events and relationship-building initiatives to expand high-quality lead sources. Partner with RPAS leadership to align growth initiatives with delivery excellence and fiduciary quality. Collaborate on regular cadence meetings to ensure coordinated execution across the team.