Director, Practice Management and Advisor Growth - USAA Investment Service Company (ISCO)

USAA•Plano, TX

1d•$135,190 - $243,340•Hybrid

About The Position

As a dedicated Director, Practice Management & Advisor Growth, you will be responsible for developing and executing the strategic framework that enables Financial Advisors to grow their practices, deepen member relationships, improve productivity, and deliver holistic financial advice. This leader will oversee advisor business management programs, sales process excellence, advisor coaching frameworks, and third-party wholesale partnerships that support advisor success. The role serves as the bridge between advisory distribution, product partners, wholesalers, marketing, and field leadership to ensure advisors are equipped with the tools, resources, and business management disciplines necessary to drive sustainable growth. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX. Relocation assistance is not available for this position.

Requirements

Bachelor's degree OR 4 years of relevant education and/or experience. (Total of 12 years of experience without bachelor’s degree)
8 years of progressive wealth management or investment advisory leadership experience to include experience leading large-scale strategic initiatives and cross-functional programs.
3 years of direct team lead or management experience.
FINRA registrations and advisory experience required. Current FINRA 7, 66 (or 63 and 65) Licenses Required
Current FINRA 9/10 or 24 License Required
Demonstrated experience successfully leading advisor coaching, sales management, or practice management programs.
Strong understanding of advisory business development and financial planning.
Experience managing external wholesaler relationships and strategic partnerships.
Experience developing and implementing growth, retention, acquisition, or engagement strategies.
Experience influencing senior leaders and driving organizational change.
Experience leveraging data and analytics to identify trends and improve business outcomes.

Nice To Haves

US military experience gained through military service or gained as a military spouse / domestic partner [optional]
5 or more years of direct management experience is required.
CFP (Certified Financial Planner) designation.
Experience working at competing wealth management firms with launching new lines of business, services, and business components.

Responsibilities

Develops and leads a comprehensive practice management program for all Financial Advisors.
Establishes advisor segmentation, client acquisition, relationship expansion, and referral strategies.
Establishes best practices for business development, financial planning engagement, and client retention.
Builds scalable approaches to advisor productivity, capacity, and practice growth.
Reinforces a structured financial advisory sales process aligned with fiduciary standards.
Implement coaching programs focused on prospecting, discovery, planning, recommendations, and relationship management.
Drives advisor adoption of CRM, digital engagement tools, and AI-enabled insights.
Manages strategic relationships with asset managers, wholesalers, and other investment partners.
Establishes and reinforces advisor coaching and sales effectiveness practices across the financial planning and advice process.
Establishes standards and governance for vendor and wholesaler engagement.
Maximizes advisor access to investment expertise and thought leadership.
Establishes practice health measures, scorecards, and other mechanisms to assess advisor performance and growth.
Identifies opportunities to improve advisor capacity, efficiency, and client coverage.
Develop business management scorecards and practice health metrics.
Monitors advisor growth trends and recommend strategic improvements.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.