Director of Growth

Denver, CO (On-site)

$100K/yr – $160K/yrSenior Level5+ years expFull time

Posted 3 months ago

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Job Summary

Drive advisor growth and client engagement by leading coaching, development, and performance tracking for a financial advisory team.

  • Own advisor growth initiatives and KPI dashboards
  • Must-have: 5+ years in financial services or growth roles
  • Standout: Strong leadership and program development with marketing strategy experience

Job Description

Responsibilities

  • Manage and mentor a team of financial advisors
  • Guide advisors through defined career progression milestones
  • Optimize and track KPI dashboards for advisor growth and performance
  • Conduct development reviews
  • Implement structured training programs and professional development pathways
  • Reinforce firm culture, standards, and client service philosophy
  • Assist in recruiting, onboarding, and retention of advisors
  • Ensure every client household is offered and/or participates in an annual strategy meeting
  • Monitor client engagement metrics and service standards
  • Build accountability systems to maintain high client retention and satisfaction

Requirements

  • 5+ years of experience in financial services, marketing acumen, advisor effectiveness, and/or growth initiatives
  • Strong leadership, coaching, and performance management skills
  • Demonstrated experience with developing and executing marketing strategy
  • Excellent communication, project management, and organizational abilities
  • Demonstrated ability to manage multiple initiatives simultaneously

Preferred

  • Experience managing or mentoring financial advisors
  • CFP®, MBA, or relevant professional designation
  • Familiarity with wealth management service models and advisor career tracks
  • Experience producing educational and/or thought leadership content
Denver Wealth Management, Inc. logo

Denver Wealth Management, Inc.

At our firm, we have the client—and only the client—in mind.Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.We understand the challenges families face today.From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.Call us today to set up your consultation with a Denver Wealth Management advisor. Disclosures: Securities offered through LPL Financial. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Denver Wealth Management, Inc. is a registered investment advisor. Denver Wealth Management, Inc. provides investment advisory and related services for clients nationally. Denver Wealth Management, Inc. will maintain all applicable registration and licenses as required by the various states in which it conducts business.

Founded in 2012
Denver, Colorado, USA
13 employees (2 in marketing)

Traffic Signals

Monthly Visitors
1.7K
Traffic Source Mix
Search
31%
Direct
45.4%
Referral
5.7%
Social
16.4%
Paid
1.4%

Headcount Trend

Current headcount: ~13

Marketing Team

Marketing Team Size
2 (15% of company)