Strategic Advocate

NewEdge Capital Group•New Orleans, LA

28d•Remote

About The Position

NewEdge Advisors is a rapidly growing, multi-custodian (LPL Financial, Fidelity, Schwab, Raymond James, Goldman Sachs) RIA built by advisors for advisors. We provide elite independent practices with flexible investment solutions, cutting-edge technology, back-office support, practice management, and a collaborative advisor community. The Strategic Advocate acts as a strategic partner, trusted advisor, and internal champion for a territory of affiliated independent financial advisor teams. More than a relationship manager, this role is about proactively elevating the advisor experience—guiding business strategy, fostering community, and enabling access to the full value of the NewEdge platform. At NewEdge, you’ll join a passionate team helping some of the industry’s best advisors grow thriving practices. This is a rare opportunity to shape the future of advisor experience in a dynamic, entrepreneurial environment—where your voice matters and your impact is real. Location: New Orleans candidates preferred, but remote candidates will be considered as well.

Requirements

Bachelor’s degree.
3+ years of experience in the RIA, hybrid-RIA, or broader wealth management industry.
Familiarity with the needs of independent advisors and multi-custodial platforms.
Strong communication, presentation, and relationship-building skills.
Demonstrated ability to lead strategic conversations and influence outcomes.

Nice To Haves

Previous experience in a territory management, relationship management, or advisor consulting role.
Knowledge of tuck-in, aggregator, or platform RIA models.
Comfort with CRM tools (Salesforce preferred) and project management platforms.
Ability to travel regularly for in-person advisor visits and events.

Responsibilities

Advisor-Centric Engagement Serve as the primary point of contact for a defined territory of advisor teams, cultivating strong, trust-based relationships.
Conduct regular in-person and virtual check-ins, including annual partnership reviews and strategic planning sessions.
Help advisors acclimate to NewEdge post-transition and ensure continued engagement with available resources.
Identify and recommend tools, programs, and initiatives that support advisor growth, efficiency, and client service.
Strategic Enablement & Business Coaching Collaborate with advisor leadership teams to co-develop business plans and practice management strategies.
Offer coaching on topics like growth planning, client segmentation, operational workflows, team structure, and technology utilization.
Promote continuous learning, innovation, and leadership development across the advisor base.
Trusted Advocacy Serve as the voice of the advisor internally—escalating issues, surfacing feedback, and influencing improvements across the firm.
Coordinate cross-functional resources (custodial, compliance, operations, tech, etc.) to resolve complex advisor needs.
Proactively identify patterns and opportunities for platform-wide enhancements.
Community Building & Engagement Foster a culture of connection and idea-sharing through territory-based events, webinars, and peer forums.
Support broader firm-wide initiatives that promote collaboration, culture, and advisor-to-advisor learning.
Encourage advisor participation in NewEdge conferences and community experiences.