Organic Growth Consultant

Janney Montgomery Scott LLC•Boston, MA

3d•$120,000 - $140,000

About The Position

The Organic Growth Consultant is the field-based primary point of contact for advisors in an assigned region, helping them identify growth opportunities and drive those opportunities through execution. The consultant builds trusted relationships with advisors and branch leaders, reviews advisor books, develops practical growth plans, personally executes core growth work, and coordinates firm resources and specialists when needed. The role partners with Revenue Operations, specialist coaches, Regional Directors, and branch management to translate opportunities into measurable growth. The consultant lives in the assigned region and travels frequently to branches.

Requirements

Bachelor's degree required.
Five or more years of experience in wealth management, financial services, or a related field, with exposure to advisor-facing sales, business development, or practice growth.
Demonstrated ability to influence and sell, build credibility with advisors, and move them to action without direct authority.
Working knowledge of wealth management, including new-household acquisition, existing-household growth, advisory, and financial planning.
Strong relationship-management skills and ability to build trust quickly across branches and regions.
Willingness and ability to live in the assigned region and travel frequently to branches.
Organized, self-directed, and results-oriented, with the ability to manage multiple advisor relationships and opportunities.
Comfort with data, CRM tools such as Salesforce, and translating analytics into practical advisor action.

Nice To Haves

Series 7 and 66 (or equivalent) preferred, or ability to obtain them within 6 months.

Responsibilities

Live in the assigned region and travel frequently to branches to work directly with advisors and branch leaders on growth outcomes.
Build trusted, ongoing relationships across the region and serve as the advisor's primary point of contact and quarterback for growth.
Review advisor books, identify high-value opportunities, and help advisors set growth goals and develop actionable plans.
Own and execute core growth work end to end, including on-site client segmentation, pricing discussions, and opportunity entry in Salesforce when appropriate.
Drive opportunities from identification through execution and conversion, engaging specialists when specialized expertise is required.
Route advisors to appropriate firm resources and coordinate support and growth strategies across the organization.
Follow up with advisors, hold them accountable to commitments, and maintain momentum on growth plans.
Maintain working knowledge of the firm's growth programs, planning, advisory, and technology resources, and connect advisors with appropriate partners or specialists.
Use opportunity reports, book reviews, and Revenue Operations analytics to target advisors and branches with growth potential.
Represent advisors' perspectives to the organization to inform programs, tools, and best practices.
Support organic growth, holistic financial-planning-centered advice, practice efficiency through technology, and teaming and succession strategies.
Coordinate training sessions, roundtables, events, recruit onboarding, and support for advisor teaming and succession transitions.
Work with the Regional Business Development Coach, Regional Manager, and subject matter experts to deliver a team-based approach to field support.