Director, Advisor Development
Core
Build and deliver sophisticated practice management educational programs, tools, and thought leadership to support financial advisors and drive business growth for CI's key channel partners.
Role type
Director, Advisor Development (Strategy & Consulting)
Builds
Practice management educational programs, digital engagement content (blogs, videos, podcasts), workshops, and strategic solutions for financial advisors.
Domain
Financial Services / Wealth Management / Practice Management
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Business consulting, practice management expertise, adult learning theory, instructional design, strategic thinking, business model design, branding, marketing, segmentation, regulatory reform knowledge, workshop facilitation, thought leadership.
Preferred skills
Coaching certificate, adult education training, facilitation training, Microsoft PowerPoint expertise.
Technologies
Microsoft Office (PowerPoint)
Responsibilities
Act as a business consultant to financial advisors on business models and marketing; research industry trends to recommend implementation methods for practice management tools; design and develop digital engagement content; deliver advisor workshops and educational presentations; provide deep strategic thinking to position the business for growth; create strong relationships with advisors across distribution channels.
Seniority
Director, strategic leadership with hands-on consulting