Director, Advisor Growth and Development

Integrity Marketing Group - Boca Raton, FL

Full-time - Director

Boca Raton, FL

Professional, Scientific, and Technical Services

About the position

The Director, Advisor Growth and Development at Gladstone Wealth Partners is responsible for enhancing the company's profitability and market presence by identifying valuable business opportunities. This role involves fostering strong relationships with advisors and other stakeholders, coordinating marketing efforts, and analyzing sales results to drive growth. The ideal candidate will have a strong background in management, business development, and marketing, with exceptional leadership and problem-solving skills.

Responsibilities

• Establish and maintain productive relationships with external and internal partners.
• Recruit Advisors, both individually and 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 existing programs to drive growth and development.
• Partner with existing Advisors to assess their business and identify growth opportunities.
• Identify and resolve conflicts pertaining to the business and establish appropriate expectations.
• Oversee the creation and implementation of business plans to connect with new markets.
• Conduct market research to identify industry changes and trends.
• Facilitate customer relationship activities to deliver exceptional service.
• Ensure departmental goals align with the company's growth strategy.
• Analyze the market to identify strategic partnerships that will enhance business growth.
• Present marketing and business opportunities to executives and management.
• Drive an increase in business revenue and expand the company's market presence.

Requirements

• 3+ years of experience working with broker-dealers, RIAs, and Wealth Management in a leadership role.
• 2-4 years of leadership experience in a Director level capacity, building scalable programs for advisor growth and development.
• Familiarity with clearing firms (TD Ameritrade, Schwab, and Pershing).
• Strong proficiency in Microsoft Office and Access.
• Bachelor's degree or equivalent experience; 4-7 years of relevant training or industry background.
• Preferred licenses: Series 6, 7, and 65/66 (or willingness to obtain).
• Commitment to teamwork, integrity, work ethic, and customer service.

Nice-to-haves

• Sales-focused
• Detail-oriented
• Strong communication skills
• Ability to work independently
• Results-driven

Benefits

• Competitive compensation package
• Family-like work environment
• Professional growth opportunities
• Supportive company culture