Director, Advisor Growth & Development

Director, Advisor Growth and Development

Gladstone Wealth Partners

About Gladstone Wealth Partners

Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $20 billion in total assets under management.  As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida and hosts most operations functions in Bedminster, NJ; and is a proud member of the Integrity Family of Companies. 

Director, Advisor Growth and Development, will focus on helping our company boost our short- and long-term profitability. The primary goal is to identify valuable business opportunities, while also improving the company’s market presence. This individual also will work closely with the President as well as other company leaders and critical constituents (i.e. Wealth Advisors) to foster and maintain strong business relationships, to drive growth.

The individual will also use their knowledge of the company’s wealth services and products to find new opportunities that will help increase the company revenue. They will coordinate and track marketing efforts, while also assessing sales and marketing results to improve upon them. The ideal candidate should have previous experience in management, business development, marketing, and sales. The candidate will always have a strong business acumen and exceptional leadership skills, while excelling at problem solving, business development, and conflict resolution.

General Activities and Core Responsibilities

• Establish and maintain productive relationships with external as well as internal partners.
• Recruit Advisors, individually as well as in coordination with current Advisors.
• Assist Advisors in identifying and cultivating acquisition opportunities.
• Develop scalable programs to drive growth and development within the organization.
• Leverage and improve upon existing programs to drive growth and development.
• Partner with existing Advisors to assess their business, then identify and execute on growth opportunities.
• Identify and solve conflicts pertaining to the business and establish appropriate expectations across the business.
• Oversee the creation and implementation of business plans to connect with and reach new markets.
• Conduct market research to identify industry changes/trends and making the necessary adjustments.
• Facilitate customer relationship activities to deliver exceptional service
• Ensure that the departmental goals are all in line with the growth strategy of the company.
• Analyze the market and identifying the most strategic partnerships that will bolster the true power of our business and its growth.
• Present marketing opportunities and business opportunities to both executives and management.
• Drive an increase in business revenue, while expanding the presence of the company and bolstering the power of our brand.

Primary Skills & Requirements:

• Industry Experience: 3 + years working with broker-dealers, RIAs, and Wealth Management in a leadership role.
• Leadership Experience: 2 - 4 years in a director level capacity, building scalable programs for advisor growth and development.
• Platform Expertise: Familiarity with clearing firms (LPL, Schwab, and Fidelity) and strong proficiency in Microsoft Office and Access.
• Education: Bachelor's degree or equivalent experience; 4-7 years of relevant training or industry background.
• Licenses: Series 6, 7, and 65/66 (or willingness to obtain) preferred.
• Core Values: Commitment to teamwork, integrity, work ethic, and customer service.
• ·Key Competencies: Sales-focused, detail-oriented, strong communication skills, ability to work independently, and results-driven.

About Integrity

Integrity is one of the nation’s leading independent