Director of Relationship Management

Advisor Growth Strategies (AGS) is a leading consulting and mergers and acquisition (M&A) firm serving the wealth management industry. AGS is seeking a hard-driving, independent self-starter who has a passion for making a difference in the wealth management industry. Our ideal candidate will demonstrate the ability to lead and develop a team of talented consultants to help deliver best-in-class advice to our current and prospective clients. This position provides an opportunity to play an integral role within a boutique management consulting and M&A firm. The ideal candidate will have the opportunity to demonstrate their sales & relationship management and industry knowledge to drive the execution of AGS financial objectives. AGS offers a highly compelling and growth-oriented compensation package linked to contributor and company success. The position is a new role that will be an integral part of the firm’s management team and reports directly to the AGS Managing Partner. Success in this role will offer a clear path for career progression including the opportunity to a partner role based on defined criteria. Responsibilities include: Leading a team of consultants to manage the firm’s consulting projects and M&A mandates. Managing the firm’s sales funnel with the partners to help achieve the company’s financial goals. Working in a collaborative environment and interacting with the AGS team and our clients. Interacting the firm partners to manage the firm’s industry profile via events, social media, and center-of-influence network. Developing the company’s sales and relationship management capabilities. Working across the firm to coordinate projects, capacity, and client deliverables. Creating and reviewing written strategic deliverables including financial models. The candidate will have direct accountability to AGS partners.

DESIRED SKILLS AND EXPERIENCE

Demonstrated track record of sales and relationship management skills in wealth management and working in a team-based environment. History of success developing relationship management professionals. Intimate knowledge of wealth management. A role in practice management, transaction advisory, or business management is required. Excellent analysis skills, ability to independently generate presentations and advice deliverables to clients. Strong relationship management skills and proven sales skills. The ideal candidate must show a track record of driving financial objectives and delivering an outstanding client experience. Excellent writing skills. Ability to write and edit internal and client documents; pitchbooks, client presentations, and recommendations. Self-starter. Willingness to be hands‑on and perform whatever tasks are necessary for the company and its clients. Track record and successful communication internally and virtually. Working knowledge of the financial services industry and deep knowledge of the RIA industry. Direct experience on a relationship management team at a large RIA, custodian/broker dealer, management consulting firm or investment banking firm is strongly preferred.

QUALIFICATIONS

Bachelor’s degree in relevant field of study such as accounting, statistics, economics, etc. Master’s degree or equivalent strongly preferred. 8 to 10 years experience consulting, project management, and financial services experience. Must have deep understanding of the RIA industry and at least 5 years experience in this segment. Candidates without RIA industry experience will not be considered. Sales and relationship management skills and alignment with AGS philosophy of attracting and serving clients. Ability to work in a team and matrixed work environment. Track record of managing and developing a team of consulting/relationship management professionals. AGS is located in Phoenix, Arizona. Co-location is strongly preferred. Compensation and benefits: Executive-level compensation package with meaningful performance‑based incentives and participation in the firm’s uncapped bonus program. This position carries significant responsibility for business growth, client impact, and firm leadership. Benefits include: generous paid time off, paid individual health insurance and contribution to family health insurance, collaborative office environment, flexible work schedule, 401K and profit sharing plan. #J-18808-Ljbffr Advisor Growth Strategies LLC