Director of Advisory Consulting
Janney Montgomery Scott LLC · Philadelphia, PA · 1 mo ago
ConsultingFull-time
We need to output HTML fragment with headings
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: description (intro) about role, responsibilities list, qualifications list, benefits list. No explicit Pay or Schedule. So we should include sections: About the role (intro paragraph), Responsibilities (ul), Qualifications (ul), Benefits (ul). Possibly also Skills? The qualifications list includes skills; but we can treat Qualifications as covering that. The instructions: Use headings for section headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only when posting has real specific content. There's no explicit "Requirements" separate from Qualifications; but we could combine? The posting has "Qualifications" section. There's no separate "Skills" but qualifications include skills. Could we still include Skills heading with content from qualifications? Might be redundant. Better to follow posting: they have a "Qualifications" section. We'll include Qualifications. No Requirements separate. Could we treat "Qualifications" as both? Probably fine. We need to preserve all substantive information. Must not repeat job title as heading. No Job ID etc. Remove boilerplate like equal opportunity etc. The posting includes some duplicated lines: "Janney is an award-winning full-service financial services firm..." appears twice near end; we should keep only once? We need to preserve all substantive information but remove duplicated lines. So we should deduplicate identical sentences. The intro appears twice; we should keep one copy. We need to output only HTML fragment, no /, no markdown fences. Let's extract content. Intro: "Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. The Director of Advisory Consulting is the firm's leading expert on advisory pricing and business mix, responsible for driving the adoption of advice-based relationships and influencing how advisors price and position their business. This senior subject-matter expert helps advisors confidently convert to advisory, price relationships appropriately, and demonstrate the value of ongoing advice — shaping firm-wide approaches and best practices along the way. As the firm's authority on advisory pricing and business mix, this role sets firm-wide pricing philosophy and standards, advises senior leadership on pricing strategy and its impact on firm economics, and is trusted to represent the firm's position in the highest-stakes advisor and recruit situations. This role partners closely with Growth Consultants, advisors, Revenue Operations, and Advisory Solutions to increase advisory adoption and strengthen pricing discipline across the Private Client Group." That's the About the role. Responsibilities bullet list: - Define and own the firm's advisory pricing philosophy, standards, and reference-pricing framework, and evolve them as the business and competitive landscape change. - Serve as a trusted advisor to senior leadership on pricing strategy, business-mix shifts, and the economic trade-offs of advisory adoption. - Act as the firm's final internal authority on complex pricing exceptions and precedent-setting situations, balancing advisor growth with firm economics and risk. - Represent the firm's pricing and advisory positioning in the most significant recruit and top-team negotiations, where the outcome carries enterprise-level impact. - Set the standards and playbooks the broader advisory-coaching function operates against, and raise the capability of the team over time. - Serve as the firm's leading expert on advisory pricing and business mix, setting the point of view and best practices that guide the field. - Drive adoption of advice-based relationships by influencing advisors and helping them position advisory solutions with confidence. - Coach advisors on pricing strategy, fee benchmarking, conversion strategy, and articulating the value of ongoing advice. - Lead high-stakes and complex advisory and pricing conversations, including select top-team and recruit pricing reviews. - Design and lead advisory cohorts, pricing workshops, and office presentations that build capability at scale. - Partner with Revenue Operations on advisory targeting, analytics, and program effectiveness. - Lead and develop the advisory-coaching capability, setting standards and mentoring the Advisory Consultant and act as the escalation point for the most complex situations. - Shape enterprise strategy by bringing pricing and business-mix insight to leadership forums and coordinate with Advisory Solutions on platform, billing, and execution. Qualifications bullet list: - Bachelor's degree required; advanced degree or relevant professional designation preferred. - Fifteen or more years of progressive experience in wealth management or financial services, including a recognized leadership role in advisory pricing, product, or business strategy. - Recognized subject-matter expertise in advisory pricing and business mix, with the to influence senior advisors and executive leadership alike. (Note: there is a typo "with the to influence". We must preserve as is.) - Recognized as a firm-wide or industry authority on advisory pricing and fee-based business economics. - Demonstrated ability to influence and advise senior/executive leadership and shape firm-level strategy. - Demonstrated ability to drive adoption and change behavior across a large, experienced advisor population without direct authority. - Strong consultative-selling, coaching, and executive-communication skills. - Sound business acumen and industry expertise, with the ability to navigate complex client and pricing situations. - Experience setting standards, frameworks, or policy that others operate against. - Experience designing and leading cohorts, workshops, or enablement programs. - Series 7 and 66 (or equivalent) preferred. Benefits bullet list: - Paid Parental Leave - generous Paid Time Off - eligibility for a $2,000 referral bonus - Employee Ownership - Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Also there is a line: "We believe that a balance between work and non-work activities is essential to superior performance and a positive work atmosphere." That's part of benefits description; we can incorporate into benefits paragraph maybe. The benefits section includes a paragraph before list: "Janney believes that its employees are the key to what makes a great company. We believe that a balance between work and non-work activities is essential to superior performance and a positive work atmosphere. We offer a competitive package including ..." So we should include that prose as
before the
- .
We must not include duplicated lines: The later duplicate of intro about Janney being award-winning etc appears again near end; we should omit that duplicate.
Also there is an EEO statement at end: "Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs." That's boilerplate; remove.
Also there is a line: "People are our strongest asset. We recognize that when our team members thrive, our firm is more successful." That's also part of the duplicated intro? Actually appears after the duplicate; it's also boilerplate-ish but maybe substantive? It's about culture; could be considered part of About the role? But it's repeated near end; we can keep one instance maybe. However it's not in the initial intro; it's after the duplicate. Since we already have a description about culture in the intro ("We are equally committed to building a diverse workforce and inclusive culture..."). The later "People are our strongest asset..." is similar but not identical. Might be considered substantive but could be considered boilerplate? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This line is not EEO but could be considered generic culture statement. However it's duplicated? It appears only once near end after the duplicate intro. Not duplicated elsewhere. Might be okay to keep. But to be safe, we could include it in About the role paragraph as additional sentence. However we must not invent or summarize away detail. If we keep it, we preserve info. If we drop it, we lose some info. The instruction says remove duplicated lines; this line is not duplicated. So we should keep it. However it's near the end after the duplicate intro; we have already removed duplicate intro; we can keep this line.
Thus About the role paragraph could combine the initial intro and the "People are our strongest asset..." sentence.
Let's craft About the role paragraph:
"Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. The Director of Advisory Consulting is the firm's leading expert on advisory pricing and business mix, responsible for driving the adoption of advice-based relationships and influencing how advisors price and position their business. This senior subject-matter expert helps advisors confidently convert to advisory, price relationships appropriately, and demonstrate the value of ongoing advice — shaping firm-wide approaches and best practices along the way. As the firm's authority on advisory pricing and business mix, this role sets firm-wide pricing philosophy and standards, advises senior leadership on pricing strategy and its impact on firm economics, and is trusted to represent the firm's position in the highest-stakes advisor and recruit situations. This role partners closely with Growth Consultants, advisors, Revenue Operations, and Advisory Solutions to increase advisory adoption and strengthen pricing discipline across the Private Client Group. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful."
Now Responsibilities as ul.
Qualifications as ul.
Benefits: include preamble paragraph then ul.
We must not include Pay or Schedule sections.
Now output HTML fragment:
About the role
...
Responsibilities
- ...
Qualifications
- ...
Benefits
...
- ...