Practice Development Strategist

RFG Advisory•Atlanta, GA

14h•Hybrid

About The Position

Join RFG Advisory as a Practice Development Strategist and help independent financial advisors grow by diagnosing real problems, configuring the right tools, and delivering outcomes that stick. This role sits at the intersection of solutions architecture, relationship management, and strategic consulting. You’ll carry a book of advisor teams, own their technology outcomes, and serve as their most trusted internal resource: part diagnostician, part builder, part coach. You’re not just supporting the tech stack. You’re shaping how advisors use it, improving it based on what you learn, and advocating internally for what needs to change. RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise, building the RIA of the Future-powered by innovation, collaboration, and execution. The company values taking care of each other, servant hearts, growth mindsets, bold leadership, iteration to excellence, and continuous improvement. The ideal candidate is a systems thinker who enjoys getting into the weeds, diagnoses problems before prescribing solutions, and feels empathy for advisors and their clients. They have a builder’s mentality, are comfortable in undefined situations, and prioritize documentation and follow-through. They are both technical and personable, comfortable troubleshooting integrations and leading strategic reviews, and are driven by solving hard problems and delivering excellence.

Requirements

Bachelor’s degree in a technical, business, or related field (or equivalent hands-on experience)
3+ years in a client-facing technical role: solutions consulting, systems support, implementation, or similar
Demonstrated ability to learn, configure, and troubleshoot cloud-based software platforms: you don’t just use tools, you understand how they work
Hands-on experience with a CRM platform (Zoho, Salesforce, or similar): including record management, workflow configuration, and data hygiene

Nice To Haves

Experience owning a book of clients or accounts preferred
Comfort with help desk tools is a plus
Experience in financial services, wealth management, or working directly with financial advisors is preferred
Familiarity with financial planning tools (RightCapital, eMoney, Income Lab, Orion, etc.) is a bonus

Responsibilities

Own a book of advisor teams across segments: managing proactive touchpoint cadence, documenting every engagement, and maintaining a clear picture of each practice’s health, goals, and open items
Lead new advisor onboarding into RFG’s technology ecosystem: configuring tools, mapping workflows to their practice model, and driving adoption through hands-on enablement, not just training decks
Serve as the first line of technical support for your book: diagnosing issues across platforms, resolving what you can and routing what you can’t with full context and urgency
Conduct structured discovery with advisors to uncover workflow inefficiencies, tech underutilization, and growth blockers, then translate those findings into actionable recommendations and follow through on delivery
Serve as an internal advocate for the advisor experience: bringing pattern-level feedback from your book into cross-functional conversations and helping shape how the service model, tech stack, and internal playbooks evolve
Leverage AI-powered tools (including meeting intelligence platforms and CRM automation) to work smarter, document more consistently, and deliver better outcomes for your advisors
Stay current on the tools, trends, and expectations shaping the independent advisor space, and bring that perspective back to the team to help RFG stay ahead

Benefits

Competitive salary + bonus pool
Generous PTO, holidays, and a Charitable Service Day
Health, dental, vision insurance + RFG Advisory stipend
Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
Lifestyle Spending Account
401(k) with Safe Harbor contribution
Paid parental leave, short- and long-term disability, life insurance
Surface Pro + home office setup
Pet Insurance
Continuing education and professional development support
Tons of fun RFG Advisory swag!