Director of Advisory Services

1 week ago

Wayne, United States Lumida Wealth Full time

Location: Wayne, NJ (In-office)

Full-time


About Us:

Lumida, an SEC-Registered Investment Advisor, is seeking an experienced and dynamic Director of Advisory Services to lead our growing advisory team. 


This individual will combine leadership expertise with hands-on client management skills to ensure our clients receive exceptional wealth management services. The Director will also play a pivotal role in scaling the team and processes to meet increasing demand.


Our startup and Founder has been highlighted in the WSJ, Bloomberg, Economist and other leading publications.


Key Responsibilities:


Client Service and Account Management:

  • Step in to service client accounts during advisor transitions or periods of high demand.
  • Support the sales team on high-stakes calls, ensuring smooth transitions from prospect to client.


Team Recruitment and Development:

  • Recruit and onboard advisors aged 30–45 with expertise in trust, tax, estate planning, and tax optimization strategies (e.g., 529 plans).
  • Mentor advisors to foster professional growth and alignment with Lumida’s standards.


Training and Workflow Management:

  • Refine and improve established advisory workflows.
  • Train advisors on Lumida’s tech stack, including eMoney for estate planning, and ensure consistent use of internal tools.
  • Develop best practices for managing remote teams as Lumida prepares for eventual hybrid operations.


Leadership and Supervision:

  • Oversee advisor performance, providing regular feedback and development opportunities.
  • Ensure compliance with SEC regulations and fiduciary standards.
  • Maintain optimal client-to-advisor ratios while scaling the team to meet demand.


Process Improvement and Scalability:

  • Build scalable frameworks for servicing increasing lead volumes.
  • Collaborate with leadership to identify opportunities for enhancing efficiency and client satisfaction.


Qualifications:

  • 7–10 years in wealth management or financial planning, with at least 3 years managing advisors.
  • Expertise in trust, tax, estate planning, and tax optimization strategies.
  • Experience managing or preparing for hybrid/remote advisory teams.


Education & Certifications:

  • Bachelor’s degree in finance, business, or a related field.
  • CFP designation required; additional certifications in estate planning or tax strategies preferred.


Skills:

  • Strong leadership and interpersonal skills with the ability to coach and mentor advisors.
  • Hands-on client service expertise with the ability to step into advisory roles when needed.
  • Proficiency with financial planning tools like eMoney and CRM platforms.
  • Ability to refine processes and manage team dynamics in a fast-growing environment.


What We Offer:

  • Competitive base salary with performance-based bonuses.
  • Opportunity to shape and lead a high-performing team in a rapidly growing firm.
  • Long-term growth potential and career advancement as Lumida scales.


If you’re a leader who thrives in a fast-paced, client-focused environment and has a passion for wealth management, we’d love to hear from you.


Apply now to join Lumida and help us redefine wealth management.

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