Top Tech Jobs & Startup Jobs

Leads enterprise advisor compensation, commission administration, billing, reconciliation, financial controls, and revenue operations. Oversees approximately $85 million in annual compensation payments, drives technology implementations and process automation, ensures regulatory compliance and audit readiness, resolves complex financial issues, and manages teams and cross-functional partnerships supporting organizational growth.

Leads the firm’s advisor site visit program, coordinating home-office and field visits, agendas, shared-services participation, engagement calendars, and follow-through. Partners with Advisor Success Leaders to convert visit findings into action plans and track closure. The role manages multiple stakeholders across operations, service, supervision, recruiting, and compliance while maintaining engagement cadence and representing the firm professionally with advisors and prospects.

Leads the Core and Emerging advisor portfolio, driving same-store growth, asset retention, practice development, service adoption, recruiting referrals, and early-warning interventions. Provides consulting on succession planning, human capital, niche marketing, fee conversion, technology coaching, and cross-selling. Oversees quarterly business reviews, annual practice planning, advisor risk scoring, and direct save conversations with at-risk practice owners.

Leads the advisor experience organization for a large wealth-management platform. Owns same-store growth, advisor and asset retention, return on assets, advisor success pods, solutions consulting, technology adoption, and retention systems. Builds scalable service models, monitors at-risk relationships, drives intervention strategies, and partners with growth, investment, and product leaders to increase advisor engagement and platform performance.

Drives advisor adoption and proficiency across CRM, portfolio management, custodial, and AI-enabled platforms. Provides ongoing utilization coaching, conducts technology demonstrations for prospective advisors, leads platform training during transitions, resolves platform-change issues, and identifies utilization gaps affecting coaching and retention. Success is measured through platform usage, CRM engagement, recruiting demonstration scores, and transition friction reduction.

Project-manage advisor transitions onto the wealth platform from discovery through handoff. Responsibilities include readiness planning, day-one execution, account transfer coordination, exception resolution, ramp tracking, advisor training, client communications, and directing matrixed service, operations, and vendor resources. The role owns multiple concurrent transitions and is accountable for asset ramp milestones, task completion, client outreach, exception rates, and advisor satisfaction.

Leads the end-to-end transition of newly recruited advisors and their books onto the platform. Oversees pre-resignation readiness, account transfers, exception management, platform adoption, capacity planning, vendor surge support, and handoffs to Advisor Success. Manages a 17-person organization and drives faster cycle times, automation, business readiness, and a high-quality advisor experience.

Provides front-desk and administrative support by answering and routing calls, greeting guests, managing calendars, processing mail and supply orders, preparing agent-relations materials, entering data, and maintaining organized office spaces. Requires professional communication, customer service, office software proficiency, basic equipment troubleshooting, dependable attendance, and flexibility to manage changing phone traffic.

Manage the full lifecycle of agent and agency contract changes and book-of-business transfers, ensuring compliance and accurate commission tracking. Collect and review documentation, submit and track contract changes to completion, coordinate with internal sales and operations teams, and maintain partner check-ins and onboarding processes for large agency contracts.

Coordinate recruiting, executive searches, complex interviews, candidate travel, onboarding logistics, and onsite candidate experiences. Manage scheduling, interview materials, feedback collection, executive communication, background checks, offers, relocation, orientation, and I-9 verification while delivering polished, confidential, high-touch support to candidates, executives, and stakeholders.