Organic Growth Consultant

Janney•Atlanta, GA

About The Position

The Organic Growth Consultant is a field-based member of the Business Development Group who helps advisors in an assigned region identify and execute their strongest growth opportunities. The consultant lives in the region, travels frequently to branches, and builds trusted relationships with advisors and branch leaders, serving as the primary point of contact and quarterback for growth initiatives. The role owns advisor relationships from initial engagement through execution: assessing opportunities, shaping practical growth plans, completing core growth work, and coordinating firm resources and specialists when additional expertise is needed. The consultant works closely with Revenue Operations, specialist coaches, Regional Directors, and branch management to turn opportunities into measurable growth. This includes supporting organic growth, holistic financial-planning-centered advice, practice efficiency through technology, teaming, and succession strategies. Janney describes itself as an award-winning full-service financial services firm committed to understanding clients’ needs and providing advice beyond investments. The firm states that it is committed to building a diverse workforce and inclusive culture where employees can thrive and grow professionally.

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.
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.
Enjoys educating others and helping them learn to achieve success.
Strong organizational skills and ability to coordinate training sessions, roundtables, events, recruit onboarding, and advisor teaming and succession transitions.

Nice To Haves

Series 7 and 66 licenses, or equivalent; alternatively, 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 or specialized work is required.
Route advisors to 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 firm 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 proactively target advisors and branches with significant potential.
Represent advisors’ perspectives to the organization and inform programs, tools, and best practices.
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 territory subject-matter experts to deliver a team-based approach to servicing the field.