CXO Director - Relationship Manager


  • Lead RM management and team members in the support and retention of AG’s most elite Financial Professionals
  • Set team goals, establish vision, and take action to achieve goals
  • Actively look for ways to improve the Financial Professional experience, incorporating them into the RM service strategy
  • Represent RM performance in key leadership forums
  • Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
  • Serve as a key contact to leaders within AG partner teams, representing process and service details as well as strategy
  • Hold RM leadership accountable for timely coaching, training, and total performance management
  • Have a keen focus on employee engagement while balancing productivity
  • Develop and maintain internal relationships while developing the RM brand
  • Identify and take responsibility for addressing operational and organizational challenges that impact the team
  • Effectively adopt changing business needs and guide employees through shifting priorities
  • Actively seek opportunities to expand own sphere of influence through networking, knowledge sharing, and collaboration

Education Requirements:

  • Series 7
  • Series 24 highly preferred
  • Education or training equivalent to a Bachelor’s Degree

Basic Requirements:

  • Minimum 8 years AG CXO support experience or relevant experience with other firms
  • At least 5 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
  • Extensive experience and comfort level with engaging and supporting the needs of high producing Financial Professionals
  • Exceptional oral and written communication skills with a strong attention to detail
  • Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
  • Outstanding professional presence and positive customer service attitude
  • Relevant experience with Investment Advisory business
  • Basic knowledge of Qualified Retirement Plans (i.e., 401(k), Individual-K, and 403b (7))
  • Working knowledge of Margin Calls, Cash Dues, Reorganization inquiries, restricted stock, and pending papers transactions
  • Strong interaction with clearing firms and external vendors on routine brokerage and non-brokerage account platform
  • Successful track record of customer-centric decision making
  • Ability to cope with and persevere through frequent and unexpected changes
  • Excellent organizational skills, with the ability to handle multiple tasks
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.