Organic Growth Consultant

Janney•Boston, MA

About The Position

The Organic Growth Consultant is a field-based member of the Business Development Group who helps financial advisors in an assigned region identify growth opportunities and carry them through execution. The consultant lives in the region, travels frequently to branches, builds trusted relationships with advisors and branch leaders, and serves as the primary point of contact and quarterback for advisor growth. The role owns advisor relationships from initial engagement through execution of growth initiatives. This includes diagnosing opportunities, creating practical growth plans, personally carrying out core growth work, and coordinating firm resources or specialists when additional expertise is needed. The consultant partners with Revenue Operations, specialist coaches, Regional Directors, and branch management to achieve measurable growth. The position requires strong relationship-building, organization, education, and teamwork skills. It involves helping advisors grow through financial planning, practice efficiency and technology, teaming, and succession strategies. The consultant uses opportunity reports, book reviews, and analytics to target high-potential advisors and branches, and shares advisor feedback with the organization to inform programs, tools, and best practices.

Requirements

Bachelor’s degree.
At least five 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 the wealth management business, 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 ability to manage multiple advisor relationships and opportunities.
Comfort with data and CRM tools such as Salesforce, and ability to translate analytics into practical advisor action.

Nice To Haves

Series 7 and 66 licenses (or equivalent), or ability to obtain them within six 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 advisors’ primary point of contact and quarterback for growth.
Review advisor books, identify high-value opportunities, help advisors set growth goals, and develop clear, actionable plans.
Own and execute core growth work end to end, including on-site quick wins such as client segmentation, pricing discussions, and opportunity entry in Salesforce when appropriate.
Drive opportunities from identification through execution and conversion, engaging specialists when deeper expertise or specialized work is needed.
Connect advisors with appropriate firm resources and coordinate end-to-end 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 to relevant partners or specialists.
Use opportunity reports, book reviews, and Revenue Operations analytics to target advisors and branches with the greatest potential.
Represent the advisor’s perspective to the organization and inform programs, tools, and best practices.