About The Position

At PSBLTY, we believe that creating value is at the heart of every role. Whether someone’s a growth leader, strategist, or specialist, everybody’s contributions are key to our collective success, yours included. As a Senior Growth Leader, you will lead our most advanced coaching engagements with financial advisors and their teams, primarily through our enterprise partnership programs. You will facilitate high-level cohorts and individual sessions that create clarity, drive accountability, and produce measurable business and personal outcomes. You will also help develop the next generation of PSBLTY Growth Leaders. This is a full-time, salaried W-2 position.

Requirements

  • 5+ years of professional coaching experience, including facilitating group coaching or cohort-based programs.
  • 3+ years of experience in the financial services or wealth management industry, such as working with, coaching, or leading financial advisors.
  • Deep working knowledge of how advisor practices operate, including practice economics, team structure, client segmentation, and growth strategy.
  • Demonstrated ability to build trust, create accountability, and drive measurable outcomes with experienced professionals.
  • Exceptional communication skills and a commitment to delivering a world-class client experience.

Nice To Haves

  • 8+ years in coaching, consulting, leadership development, or executive advisory roles.
  • Experience coaching financial advisors within large firms or enterprise advisory networks.
  • Background in transformational, leadership-focused, or personal development coaching.
  • Professional coaching certification (such as ICF).
  • Experience mentoring, training, or leading other coaches or client-facing professionals.
  • Experience guiding business owners, executives, or leadership teams through growth and transformation.
  • Track record of driving measurable client outcomes, client retention, referrals, renewals, or expansion opportunities.
  • Ability to work Eastern Time hours

Responsibilities

  • Lead advanced coaching cohorts for experienced financial advisors, bringing deep industry knowledge of practice economics, team structure, client segmentation, and growth strategy.
  • Facilitate 1:1, team, and group coaching sessions that deliver clarity, value, and actionable next steps.
  • Lead specialized enterprise engagements, including coaching for internal partner teams and advisor teaming engagements.
  • Drive client partner outcomes by setting goals, tracking progress, and celebrating measurable wins.
  • Mentor and support developing Growth Leaders, sharing industry knowledge and helping them prepare for more advanced work.
  • Serve as a trusted delivery lead for enterprise partners, maintaining high standards of quality and consistency.
  • Provide program and product feedback to improve PSBLTY offerings, especially advanced cohort content.
  • Ensure deliverable quality and timeliness, reviewing work outputs and keeping commitments on scope and deadlines.
  • Conduct session prep and follow-up to reinforce accountability and maximize impact.
  • Support client partner and enterprise retention through proactive relationship-building and high-value interactions.
  • Identify expansion opportunities and support renewals aligned with client and partner goals.
  • Continuously refine growth playbooks, frameworks, and approaches for advanced client partners.
  • Participate in internal team meetings, retrospectives, and leadership syncs to improve collaboration and delivery.
  • Champion our brand and culture. Be a steward of our brand values in every interaction, both internally and externally. Represent The PSBLTY Co. with integrity, passion, and authenticity, ensuring that who we are—and who you are—is reflected in all that we do.
  • Drive impact through your work. Align your efforts with our mission to help leaders and their organizations grow profits by standing out. Ensure that every task, project, or initiative you undertake moves us closer to this goal.
  • Deliver measurable results. Focus on outcomes that can be tracked and reported. Whether you’re responsible for driving revenue, increasing engagement, or improving client partner satisfaction, your work should be data-driven and results-oriented.
  • Collaborate and lead cross-functionally. Work seamlessly with other team members and departments to ensure that our projects and strategies are aligned, cohesive, and effective. Your ability to communicate and coordinate with others will be crucial to our success.
  • Innovate and refine processes. Continuously seek opportunities to improve the way we work. Whether it’s by streamlining processes, introducing new tools, or refining existing systems, your contributions should make our operations smoother and more efficient.
  • Embrace the PSBLTY spirit by committing to “Be 100”—100% responsible, 100% of the time, and lead with unwavering accountability in every action you take.

Benefits

  • Opportunities for continuous learning
  • Professional development
  • Leadership growth
  • Clear goals
  • Actionable feedback
  • Resources to succeed
  • Work environment where perspectives are valued
  • Work environment where every team member feels heard, respected, and empowered to bring their authentic self to work
  • Creative freedom to explore new ideas
  • Creative freedom to run experiments
  • Creative freedom to contribute innovative solutions
  • Transparent communication
  • Informed and engaged in strategic direction and decisions
  • Healthy work-life balance
  • Flexibility where possible
  • Recognition and rewards for hard work, dedication, and unique value
  • Advocates to remove obstacles
  • Support to thrive within the organization
  • Consistent demonstration of core values
  • Support for long-term success
  • Support for personal and professional journey
  • Support to build a fulfilling and impactful career
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