Position OverviewThe Head of Advisor Field Management is a senior leadership role responsible for driving organic growth and advisor retention across the existing platform. This leader will oversee field engagement, practice development, and delivery of value-add services that increase advisor productivity and deepen platform adoption.
This is a highly visible, field-facing role focused on building strong advisor relationships while scaling a disciplined, data-driven field management program.
Key Responsibilities- Lead advisor engagement strategy to drive organic growth and retention across the platform
- Build and scale a field management organization supporting enterprise, growth, and emerging advisors
- Deliver structured value-add services, including practice consulting, succession planning, cross-sell strategies, and technology adoption
- Partner with executive leadership across recruiting, technology, and solutions teams to enhance advisor experience and platform adoption
- Establish disciplined engagement cadence, including business reviews, practice planning, and performance monitoring
- Drive key initiatives including fee-based conversion, cross-sell expansion, and advisor productivity improvements
- Develop feedback mechanisms (e.g., advisor surveys) to inform continuous improvement and retention strategy
Qualifications- 15+ years of experience in advisor-facing leadership (field management, practice development, or relationship management) within a broker-dealer, RIA, or wealth platform
- Proven track record driving measurable growth and advisor retention in large-scale advisory businesses
- Deep understanding of independent advisor economics, including fee-based and commission models
- Experience building and leading high-performing field management teams
- Strong executive presence with the ability to influence senior advisors and stakeholders
- Required licenses: Series 7, 24, and 66 (or equivalent)
- Bachelor's degree required; advanced degree preferred
- Willingness to travel extensively
Key Success Measures- Organic growth and increased advisor productivity across the platform
- High advisor retention and engagement
- Adoption of value-add services and platform capabilities
- Expansion of fee-based assets and cross-sell activity
- Strong client and advisor experience metrics
