Senior Director - Experienced Advisor Acquisition

About the role

The Senior Director, Experienced Advisor Acquisition provides strategic leadership for the firm’s advisor and client-facing talent attraction efforts, ensuring the acquisition of high-quality, growth-oriented professionals aligned with firm values and long-term objectives. This role partners closely with senior leadership, Finance, Business HR, and field leadership to anticipate workforce needs, build proactive pipelines, and deliver a best-in-class candidate experience.

Responsibilities

• Develop and implement a comprehensive experienced advisor recruitment strategy aligned with enterprise growth goals and workforce planning priorities.
• Partner with senior business, field, and business HR leaders to anticipate advisor and client-facing talent needs and build scalable, proactive pipelines.
• Lead and mentor a large team of talent acquisition professionals promoting accountability, innovation, and continuous improvement.
• Oversee full-cycle recruiting for experienced financial advisors and related client-facing roles, ensuring quality, compliance, and speed-to-fill.
• Lead higher-touch senior and executive search processes for senior advisors, field leadership, and executive roles, including confidential searches.
• Establish clear protocols for internal recruiting versus external search firm engagement, negotiating and managing vendor relationships to ensure cost-effective delivery.
• Ensure a world-class candidate experience across sourcing, interviewing, offer, and onboarding phases.
• Owning and continuously improving recruiting processes, stakeholder communication practices, and feedback loops with hiring managers and candidates.
• Drive the implementation, optimization, and effective use of Greenhouse ATS, including workflow design, training, reporting, and data integrity.
• Establish and monitor recruiting metrics and dashboards to drive data-informed decision-making and long-term quality-of-hire outcomes.

Requirements

• Bachelor's Degree
• 15+ years of relevant experience, including experience with:
• Talent acquisition strategy and workforce planning
• Experienced advisor and professional services recruiting models
• Applicant Tracking Systems (ATS) and recruiting analytics
• Employment law and recruiting compliance requirements

Qualifications

• SPHR, SHRM-SCP, or equivalent professional certification
• Experience in wealth management or financial services industry dynamics
• Executive and senior advisor recruiting practices
• AI-enabled recruiting technologies and automation tools

Skills

• Strong leadership visibility, collaboration, and connection across the firm
• Regular travel to support firm expectations
• Presence at a home office campus or other firm-related travel for one full week per month

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits
• Short- and long-term disability, basic life, and basic AD&D coverage (no cost)
• 401(k) retirement plan
• Tax-advantaged accounts: health savings account, and flexible spending account
• 10 paid holidays
• 15 days of vacation
• Sick time, personal days, and a paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program