Advisor Growth & Lead Conversion Manager

Position Summary: Cerity Partners is seeking a high-performing, relationship-driven professional to join the Cerity Partner’s Growth Office Team as an Advisor Growth & Lead Conversion Manager. In this mid-level role, you will serve as the critical bridge between our advisor population and the broader organization — championing advisor success, elevating performance standards, and ensuring the ongoing evolution of the metrics and frameworks that define excellence within our platform. The ideal candidate brings deep fluency in the wealth management industry — across RIA, wirehouse and hybrid advisory models, as well as B2B2C programs serving corporate clients — and excels at building trust-based relationships with advisors at all levels. You will be equally comfortable analyzing performance data and delivering candid, constructive feedback with empathy and professionalism. Primary Responsibilities: Advisor Relationship Management • Host and facilitate recurring monthly one-on-one and group meetings with advisors to review performance results, identify trends, and address challenges in a structured and supportive setting. • Serve as the primary point of contact between the advisor population and the program management team, ensuring clear, timely, and consistent communication flows in both directions. • Build trust-based relationships with advisors, delivering difficult performance feedback and remediation guidance with professionalism, discretion, and genuine care for advisor development. • Escalate systemic advisor challenges to program leadership while advocating for appropriate support, resources, and solutions. Performance Oversight & Improvement • Monitor individual and aggregate advisor performance against established program metrics, identifying areas of strength and opportunity with a data-driven approach. • Collaborate with advisors to develop and execute targeted improvement plans for underperforming areas, tracking progress and adjusting strategies as needed. • Curate and disseminate best practices across the advisor community, facilitating peer learning and fostering a culture of continuous improvement. Program Metrics & Framework Evolution • Continuously evaluate and refine performance metrics, benchmarks, and evaluation criteria based on program learnings, advisor feedback, and shifting business priorities. • Partner with program management leadership and internal stakeholders to align performance standards with overall firm strategy and client outcomes. • Contribute to the development of reporting tools, dashboards, and communication templates that support transparent and consistent performance management practices. Cross-Functional Collaboration • Act as a trusted liaison between advisors and internal teams including compliance, operations, technology, and product — ensuring advisor needs and feedback are represented in key program decisions. • Participate in program planning, strategy sessions, and advisor-facing events as a subject matter expert on performance and engagement. • Support onboarding and integration of new advisors into the program, establishing performance baselines and setting expectations from day one. Required Qualifications: • 5–8 years of experience in the wealth management industry, with direct exposure to wirehouse, RIA, and/or hybrid advisory business models. • Demonstrated experience working within or alongside B2B2C programs, including corporate-focused or employee benefits-driven advisory models. • Proven ability to manage advisor or client relationships with a high degree of emotional intelligence, particularly when delivering constructive or difficult feedback. • Strong analytical skills with the ability to interpret performance data, identify patterns, and translate findings into actionable recommendations. • Excellent verbal and written communication skills, including the ability to facilitate productive meetings and prepare clear, professional performance reports. • Comfortable working in a fast-paced, evolving program environment with ambiguity and competing priorities. • Willingness and ability to travel up to 30% of the year to meet with advisors and attend program events across multiple locations. Preferred Qualifications: • Prior experience in a performance management, relationship management, or field consultant role within a wealth management platform or asset management firm. • Familiarity with advisor practice management frameworks, productivity metrics, and compensation or fee structures common to RIA environments. • Experience contributing to the design or evolution of KPIs, scorecards, or performance evaluation frameworks. Skills & Competencies: • Relationship & Stakeholder Management — builds credibility and rapport with advisors and internal teams alike; earns trust through consistent follow-through and transparency. • Constructive Communication — delivers difficult messages with empathy and clarity; skilled at balancing candor with advisor motivation and morale. • Analytical Thinking — draws meaningful insights from performance data to inform coaching conversations and program design decisions. • Adaptability — embraces change and helps others navigate it; comfortable iterating on processes and metrics as the program evolves. • Industry Acumen — brings informed perspective on advisor business models, client dynamics, and competitive landscape across wealth management segments. Compensation Range: $150,000 - $250,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: • Health, dental, and vision insurance – day 1! • 401(k) savings and investment plan options with 4% match • Flexible PTO policy • Parental Leave • Financial assistance for advanced education and professional designations • Opportunity to give back time to local communities • Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to View email address on click.appcast.io. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.