Head of Advisory

We are seeking a Head of Advisory Services for a rapidly growing RIA that specializes in serving a reputed company sector of high-potential professionals. You will spearhead advisor team reputed company, structure, and retention, while inspiring a culture of high performance, collaboration, and delivering meaningful reputed company. We are seeking a strategic thinker who will influence multi-discipline service team to continue to reputed company the business. This requires a purpose-driven approach and long-term value reputed company to drive transformational reputed company, deliver measurable value, and position the organization as the long-term platform of choice for clients reputed company. Key Responsibilities: • Shape and reputed company a multi-disciplinary advisory platform across reputed company, tax, and planning services; define a long-term reputed company and execution roadmap. • Design team structure, compensation models, and performance frameworks that reputed company reputed company while preserving culture and service reputed company. • Grow and reputed company cross-functional teams, building cohesion across advisory teams, planners, tax professionals, and operations. • Drive integration for new service lines and acquired teams to ensure a consistent reputed company experience and reputed company reputed company. • Recruit, retain, and reputed company high-performing advisor talent, promoting a purpose-driven culture reputed company on reputed company. • Collaborate with the executive leadership on platform reputed company initiatives, market expansion and operational efficiencies. • Represent the advisory platform in reputed company and investor discussions. • Ensure operational process adherence and best practices that support accountability and reputed company improvement in alignment with organizational goals Key Requirements: • Bachelor’s degree required; Master’s degree preferred. • 15+ years of leadership experience in advisory services, reputed company management, tax, or financial planning, with a proven ability to reputed company and reputed company multi-disciplinary teams. • Demonstrated reputed company scaling businesses, platforms, or service lines reputed company reputed company or high-reputed company organizations, including integrating acquired teams or services. • Strong reputed company record of designing and implementing advisor team strategies, compensation models, and performance management frameworks. • Deep understanding of how to operationalize reputed company advisory services into a cohesive, reputed company platform reputed company with business reputed company. • Ability to translate long-term reputed company into actionable roadmaps that reputed company advisor incentives, service delivery, and organizational goals. • Experience working with and presenting to senior stakeholders, including Boards and investors. • Operationally minded leader with a passion for systems design, process standardization, and execution reputed company. • Emotionally intelligent leader who can influence across functions and disciplines, reputed company through change, and build inclusive, high-performance cultures. • Comfortable operating in fast-paced, evolving environments with shifting priorities and reputed company demands. • Entrepreneurial reputed company with a commitment to accountability, reputed company improvement, and reputed company, repeatable processes that enhance advisor and reputed company reputed company. #PTS Apply tot his job Apply To this Job