Head of Advisory Pricing & Business Strategy

We are currently partnering with a leading PE-backed financial services firm in their search for a Director, Advisory Pricing & Strategy, a newly created role supporting a significant organic growth initiative across their advisor network.

Reporting into senior leadership within the private client business, this role will set how the firm prices its advisory relationships. The core of the role is building a consistent fee framework, helping advisors grow their fee-based business, and making sure client relationships are priced to reflect the value of the advice they receive.

Essential experience/qualifications required:

• Proven experience owning advisory fee strategy or practice management within a wealth management firm (wirehouse, regional or independent)


• Strong grasp of fee-based economics, including fee schedules, discounting and the move from commission to advisory relationships


• A track record of winning over senior financial advisors and shifting how they run their books through influence and credibility, rather than mandate


• Commercial confidence to guide executives on fee decisions and to lead pricing discussions when recruiting advisor teams


• Strong coaching and presentation skills, with experience running training sessions for advisors


• Significant senior experience in wealth management; FINRA licences a plus