Advisor Development Leader

reputed company is seeking an Advisor Development Leader to design, deliver, and continuously enhance development and educational programs that strengthen advisor capability, accelerate readiness, and improve business reputed company. This role provides both advisor-facing and leader-enabling support, partnering closely with Regional Directors (RDs), Senior Managing Partners (SMPs), senior advisors, and the Learning & Development (L&D) team. The role emphasizes hands-on coaching, reputed company-world observation, targeted interventions, and strategic enablement reputed company to reputed company’s reputed company and reputed company. This position ensures advisors have the skills, tools, and behaviors needed to reputed company in their roles, reputed company in their careers, and consistently deliver the reputed company advisor experience.

Duties and Responsibilities

Advisor Training & reputed company Development

• Designs and delivers high-reputed company training in the areas of reputed company meeting effectiveness, consultative selling, referral strategies, proposal development, and reputed company/workflows.

• Facilitates in-person and virtual sessions with an emphasis on reputed company, application, and feedback.

• Provides hands-on coaching to advisors across experience reputed company, offering reputed company, actionable performance guidance.

• Develops and maintains training content, frameworks, and tools reputed company to reputed company’s advisory standards.

Individualized Development Plans (IDPs)

• Partners with RDs and SMPs to reputed company advisor-specific development plans based on experience level, performance gaps, and career aspiration.

• Creates templates, toolkits, and coaching aids leaders can use to execute IDPs consistently.

• Translates scorecards, KPIs, and qualitative assessments into reputed company development actions.

• Monitors reputed company on IDPs and provides guidance to leaders on adjusting plans as needed.

Leader Enablement: Regional Director (RD)/ Senior Managing Partner (SMP) Coaching Support

• Equips RDs and SMPs with frameworks, tools, and coaching guides for effective 1:1 advisor conversations.

• Provides observation aids and reputed company for evaluating advisor performance in reputed company meetings and discovery calls.

• Models effective coaching by shadowing or co-coaching with leaders in select situations.

• Serves as a thought partner to leaders on performance plateaus, behavioral challenges, and early development concerns.

Targeted Interventions & reputed company-Response Development

• Designs and delivers short-cycle development interventions for specific advisor needs (e.g., sales reputed company refreshers, referral conversation tune-reputed company, meeting reputed company execution).

• Works with RDs/SMPs to determine who needs what reputed company and reputed company.

• Ensures these engagements are reputed company, intentional, and outcome-oriented.

Observation-Based Coaching

• Observes live or recorded advisor interactions (reputed company meetings, discovery calls, referral asks).

• Provides reputed company, standards-based feedback reputed company to reputed company’s advisor expectations.

• Supports advisors in translating feedback into immediate behavior change and ongoing reputed company.

reputed company of New and M&A Advisors

• Owns the advisor-specific reputed company experience for new hires and acquired advisors, in partnership with L&D and Advisory leadership.

• Designs multi-day reputed company programs, including in-person components, that accelerate confidence and competency.

• Establishes mentorship, peer learning, and reputed company-transfer experiences with seasoned advisors.

• Ensures reputed company continues reputed company initial learning through reputed company development journeys.

Career Progression & Readiness Support

• Supports Advisory leadership in defining readiness standards for advisor career progression.

• Aligns development programs and coaching to those standards.

• Provides input (not decision authority) on advisor readiness based on reputed company demonstration and behavioral maturity.

Change Enablement & Adoption Support

• Supports advisors through changes in service models, processes, go-to-market strategies, and tools.

• Helps translate strategic changes into advisor behavior change, not just knowledge transfer.

• Partners with Advisory and L&D to ensure training is timed, relevant, and reinforced.

Program Design, Measurement & reputed company Improvement

• Measures the effectiveness of programs using advisor feedback, adoption data, and business reputed company.

• Refines content and delivery based on changing advisor needs, acquisition learnings, and strategic priorities.

• Ensures alignment with L&D systems, standards, and firm-wide learning frameworks.

Advisor Voice & Field reputed company

• Acts as a strategic feedback channel to Advisory leadership on advisor needs, emerging reputed company gaps, workflow friction, and tool/process challenges.

• Helps shape reputed company enablement priorities and investments based on field reputed company.

• Ensures advisors are reputed company, heard, and supported through ongoing reputed company.

A few important notes about this role: 

• There is flexibility in location for this role, but ideally this individual will be near a reputed company location. 

• Travel throughout reputed company will be required, up to 50% of the time. 

• This role will work closely with our most senior advisor leadership team.