Director of Advisor Services

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for a Director of Advisor Services! The Director of Advisor Services is a senior relationship management and practice leadership role responsible for helping advisor teams grow, operate efficiently, and deliver exceptional client outcomes across the Great Lakes Region. Acting as a trusted consultant, advocate, and general manager for assigned advisor teams, this role partners closely with Advisor Leads and cross-functional Practice Management Team (PMT) specialists to drive engagement, organic growth, practice optimization, and advisor development.  This role requires a strong organic growth mindset, the ability to drive results within advisor teams, and the judgment to operate with end-to-end ownership—balancing growth, people, operations, and execution. The Director of Advisor Services plays a critical role in translating firm strategy into advisor level outcomes throughout the Great Lakes footprint.  This is a remote position, supporting advisor teams across the Great Lakes Region.  In the spirit of pay transparency, we are excited to share the base salary range for this position is $150,000 to $180,000, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions Advisor Engagement & Relationship Management  Serve as the primary relationship leader and strategic business partner for advisor teams in the Great Lakes Region  Build trust based relationships with Advisor Leads through regular, structured engagement  Partner with Advisor Leads on roundtables and advisory committees to surface regional trends, risks, and opportunities  Act as the Voice of the Advisor for the region, sharing feedback and insights with corporate leadership    Organic Growth & General Management Leadership  Bring a strong organic growth mindset, focused on net flows, revenue growth, and sustained advisor performance  Operate as a general manager for assigned advisor teams—owning growth outcomes, execution discipline, and overall practice health  Partner with Advisor Leads to identify growth opportunities, improve sales effectiveness, and drive measurable results  Coach advisors on networking, prospecting, and closing skills to improve opportunity conversion  Hold teams accountable to business plans, growth goals, and performance metrics    Practice Optimization & Business Execution  Facilitate the development and execution of advisor team business plans  Develop, monitor, and report on key business metrics to track growth, productivity, and results  Evaluate practice workflows and office processes; recommend improvements to increase efficiency and scalability  Support annual regional budgeting and monitor performance against plan  Leverage PMT specialists (Growth, Marketing, Portfolio, Operations, Tax, Insurance) to support execution and client retention  Promote adoption of best practices, centralized processes, and consistent operating standards across the region    Advisor & Team Development  Provide consultative leadership and coaching to Advisor Leads through regular one-on-one engagement  Help Advisor Leads build strong, collaborative, and high-performing teams  Assess advisor and staff skill levels; partner with mentors and corporate teams to deliver training and development  Support succession planning, talent development, and career progression  Identify and resolve performance or execution issues, escalating as appropriate    Corporate Program Implementation & Change Management  Support rollout and adoption of firmwide initiatives across technology, marketing, operations, compliance, finance, and HR  Help Advisor Leads understand and implement new programs and processes  Coordinate with corporate teams to ensure training completion, technology adoption, and execution discipline  Reinforce marketing strategies and track outcomes  Ensure adherence to standard operating procedures across operations, compliance, and facilities  Partner with Finance on budgeting, variance management, and fiscal discipline  Support HR initiatives including recruiting, onboarding, performance management, and manager development    Education/Qualifications Bachelor’s degree (or equivalent experience) in business, finance, or a related field  Minimum of 10 years of experience in wealth management advisory practices  Minimum of 5 years of management   Demonstrated organic growth orientation with a track record of driving results within advisor teams  Proven ability to think and act like a general manager, balancing growth, people, operations, and financial outcomes  Strong understanding of wealth management operations with expertise in at least two of the following areas:   Financial planning  Client acquisition / organic growth  Marketing  Practice management  Business operations  Project or change management  Demonstrated success influencing and leading without direct positional authority  Excellent communication, relationship building, and presentation skills  Strong organizational skills with the ability to manage multiple priorities and deadlines  Ability to support a multistate Great Lakes Region, with up to 20% travel  FINRA Series 7 and 66 (or 63 and 65) and insurance licenses (required for hybrid office roles) preferred  CFP designation or equivalent experience preferred Proficiency in Microsoft Office, Salesforce, Tamarac, and/or Orion preferred #LI-Remote #LI-KJ1 Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.