Advisor Relationship Consultant III
Core
Deliver a strategic advisor experience for Platinum-level distribution partners, driving growth, retention, and profitability while managing financial performance of the advisor portfolio.
Role type
Senior IC Advisor Relationship Consultant
Builds
Strategic advisor relationships and financial tools for distribution partners
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Complex plan design, compliance, consulting strategies, relationship management, business unit product expertise, cross-functional coordination, strategic growth planning, financial performance management
Preferred skills
Market trend analysis, stakeholder influence, project leadership
Technologies
Financial tools, compliance systems
Responsibilities
Direct complex advisor relationships, guide team efforts, represent Advisor Care in cross-functional settings, manage financial performance of advisor portfolio, improve profitability and operational efficiency, shape advisor strategies and growth plans
Seniority
Senior, hands-on IC