Jobs · Finance · Florida

Director of Advisory Services

Cardone Training Technologies, Inc. · Aventura, FL · 1 wk ago
FinanceFull-time

Key Responsibilities

  • Lead, coach, develop, and grow a team of 15 FRC Advisors delivering our 144-point implementation framework to clients
  • Set performance standards, conduct call reviews, and build advisor development paths
  • Drive consistent execution quality across every client engagement
  • Recruit, onboard, and ramp new advisors as the team scales
  • Own client retention, satisfaction, and outcome reporting across the FRC book
  • Build the systems that track client progress against the 144-point framework
  • Identify at-risk accounts early and deploy interventions before churn happens
  • Convert successful clients into case studies, testimonials, and referrals
  • Direct the specialist bench (CRM, data tracking, workflows, media buying, landing pages) that supports FRC clients
  • Ensure office hours are high-signal, well-attended, and tightly aligned to client implementation needs
  • Coordinate specialist deployment against client demand and advisor requests

Qualifications

  • Proven leadership experience managing client-facing advisory, consulting, and customer success teams
  • Track record building systems, standards, and accountability structures that scale
  • Strong command of Sales, Marketing and Revenue Operations
  • Experience coaching and developing high-performing individual contributors
  • Operator mindset, able to own outcomes and move fast without sacrificing quality
  • Experience with CRM platforms (HubSpot, Salesforce, or similar), marketing automation, and revenue operations tooling
  • Background managing P&L or delivery margin for a service line
  • Experience converting client outcomes into marketable proof (case studies, testimonials, ROI data)

KEY SUCCESS METRICS

  • Every FRC Advisor operates against a clear, measurable performance standard
  • Client retention and NPS improve quarter-over-quarter
  • Office Hours becomes a defining differentiator in FRC’s value proposition
  • The 144-point framework is delivered with consistency across all 15 advisors
  • A pipeline of named client wins (specific dollar outcomes, specific timeframes) flows steadily to Marketing
  • The Director of Advisory Services role becomes the operational backbone of FRC

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