POSITION OVERVIEW

The Director of Advisor Success and Practice Management at Perigon Wealth Management will lead the advisors and advisor teams through the integration process. They will educate, train, and manage the process of adopting best practices, technologies and workflows. The Director will implement firm resources to help advisory teams best leverage Perigon’s strengths and capabilities. The Director of Advisor Success and Growth will collaborate with operations, and custodial client support teams to resolve client issues in a timely manner. They will develop a deep understanding of how an advisory team functions and provide insight for organizational efficiency and growth. This position will report to the Chief Executive Officer.

COMPANY OVERVIEW

Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $5.5 billion in client assets as a fee-only fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and Florida with plans for significant near-term growth and expansion into new markets.  

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

• Develop and implement strategic plans for advisor integration and growth within the company
• Engage in new initiatives and projects to drive advisor retention and success 
• Identify operational improvements for efficiency
• Educate and train advisor teams on company resources and tools to increase performance 
• Perform data driven analysis of business performance and adoption, and recommend process improvement measures.
• Align advisor adoption in the context of Perigon’s business needs and goals, 
• Maximize retention by helping Advisors integrate company products and workflows.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Proactive, strategic, and creative mindset with a collaborative approach to problem-solving.
• Excellent communication skills, and the ability to present strategic growth plans to leadership.
• Experience managing financial advisors, and ability to discuss portfolio concepts.
• Bachelor's Degree in Business or Finance preferred.
• 5+ years of experience in financial services, customer success, or project management experience.
• Willing to travel 

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as applicable.

The posted base compensation range represents the expected hiring range for this position. Where an individual falls within the range will depend on factors such as experience, qualifications, demonstrated skills, work location, and market conditions