Head of Advisory

We are seeking a Head of Advisory Services for a rapidly growing RIA that specializes in serving a niche sector of high-potential professionals. You will spearhead advisor team strategy, structure, and retention, while inspiring a culture of high performance, collaboration, and delivering meaningful impact. We are seeking a strategic thinker who will influence multi-discipline service team to continue to scale the business. This requires a purpose-driven approach and long-term value vision to drive transformational impact, deliver measurable value, and position the organization as the long-term platform of choice for clients nationwide. Key Responsibilities: • Shape and scale a multi-disciplinary advisory platform across wealth, tax, and planning services; define a long-term strategy and execution roadmap. • Design team structure, compensation models, and performance frameworks that enable scale while preserving culture and service quality. • Grow and lead cross-functional teams, building cohesion across advisory teams, planners, tax professionals, and operations. • Drive integration for new service lines and acquired teams to ensure a consistent client experience and aligned strategy. • Recruit, retain, and develop high-performing advisor talent, promoting a purpose-driven culture focused on excellence. • Collaborate with the executive leadership on platform growth initiatives, market expansion and operational efficiencies. • Represent the advisory platform in board and investor discussions. • Ensure operational process adherence and best practices that support accountability and continuous improvement in alignment with organizational goals Key Requirements: • Bachelor’s degree required; Master’s degree preferred. • 15+ years of leadership experience in advisory services, wealth management, tax, or financial planning, with a proven ability to lead and scale multi-disciplinary teams. • Demonstrated success scaling businesses, platforms, or service lines within complex or high-growth organizations, including integrating acquired teams or services. • Strong track record of designing and implementing advisor team strategies, compensation models, and performance management frameworks. • Deep understanding of how to operationalize complex advisory services into a cohesive, scalable platform aligned with business strategy. • Ability to translate long-term vision into actionable roadmaps that align advisor incentives, service delivery, and organizational goals. • Experience working with and presenting to senior stakeholders, including Boards and investors. • Operationally minded leader with a passion for systems design, process standardization, and execution excellence. • Emotionally intelligent leader who can influence across functions and disciplines, lead through change, and build inclusive, high-performance cultures. • Comfortable operating in fast-paced, evolving environments with shifting priorities and growth demands. • Entrepreneurial mindset with a commitment to accountability, continuous improvement, and scalable, repeatable processes that enhance advisor and client outcomes. #PTS Apply Now Apply Now