Advisor Success VP

Job Summary

A company is looking for a VP of Advisor Success to build and lead the advisor engagement function.

Key Responsibilities

• Design advisor onboarding and activation programs that drive time-to-first-plan
• Build scalable training materials, including webinars and client conversation guides
• Implement systems for scalable engagement and lead the relationship management team

Required Qualifications

• Deep understanding of RIA workflows and advisor personas
• Track record of building repeatable onboarding playbooks and activation programs
• Experience managing strategic enterprise accounts with multiple stakeholders
• Data-driven with the ability to define KPIs and build dashboards