Advisor Growth & Lead Conversion Manager
Core
Mid-level professional bridging advisor population and organization to champion success, elevate performance standards, and evolve metrics within wealth management platforms.
Role type
Advisor Growth & Lead Conversion Manager
Builds
Advisor performance frameworks, reporting tools, dashboards, and communication templates for wealth management firms.
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Wealth management industry fluency (RIA, wirehouse, hybrid), B2B2C program experience, performance data analysis, relationship management, constructive feedback delivery, program metrics evolution, cross-functional collaboration.
Preferred skills
Performance management role experience, practice management framework familiarity, KPI/scorecard design experience.
Technologies
Performance reporting tools, dashboards, communication templates.
Responsibilities
Host monthly advisor meetings to review performance and address challenges; monitor individual and aggregate advisor performance against metrics; develop improvement plans for underperforming areas; refine performance metrics and benchmarks; act as liaison between advisors and internal teams (compliance, operations, product); support new advisor onboarding and integration.
Seniority
Mid-level, hands-on IC
