Simplicity Group · 16 hours ago
Advisor Engagement Business Consultant
Summit, NJ
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expSimplicity Group is seeking an Internally focused Strategic Growth Consultant to join their Summit, NJ office. The role involves building strong relationships with Advisors, providing business consulting, and driving organic growth while ensuring a positive client experience.
Business DevelopmentFinancial ServicesInsuranceMarketingService IndustryWealth Management
Hiring Manager
Michael Mortellaro
Responsibilities
Serve as the primary liaison and partner for affiliated Advisors, ensuring an optimal client experience and maximum utilization of the Simplicity Wealth platform, products, and services
Conduct in-depth assessments of Advisor practices to provide tailored solutions to help maximize all aspects of their business and bridge gaps between current and desired goals
Responsible for driving organic Advisor growth by offering expertise in practice management: including strategy, financial planning conversions, operations, lead generation, investment strategies, and marketing
Assist in the design and creation of resources to help support Advisor development
Collaborate, coach, and answer Advisor questions via phone, e-mail, and video, handling high levels of inbound/outbound Advisor calls and interactions
Lead regular educational webinars on best practices and Platform tools
Ensure seamless Advisor support and resolution of issues in partnership with other internal teams and Advisor Development Consultants (ADCs)
Drive Advisor satisfaction, loyalty, and retention by ensuring successful platform integration and promoting the adoption of Simplicity solutions and coaching programs
Provide ongoing reporting of Advisor metrics and progress in conjunction with other internal teams
Actively facilitate Advisor connections with internal Subject Matter Experts (SMEs)
Maintain extensive and regular communication with affiliated Advisors, ADCs, and internal partners/stakeholders to build and maintain strong relationships
Utilize Salesforce and other core technologies to accurately report, track, and manage all client engagements, activities, and opportunities
Lead, manage, or actively participate in the assessment, and research for strategic company initiatives as assigned by management
Provide training, mentorship, and education to other business consulting team members and internal staff to ensure a comprehensive understanding of the function, services, and support offered
Qualification
Required
3+ years of relationship management, wholesaler, and /or business consulting experience
6+ years broad business and/or sales experience
8+ years in the financial services / wealth management industry
Proven leadership experience and ability to effectively partner with others
Deep investment and product knowledge, and the ability to articulate complex ideas
Strong familiarity with wealth management services and/or practice management
Preferred
Bachelor's Degree, with an advanced degree or financial designations
RIA or previous Financial Advisor experience highly valued
Company
Simplicity Group
Simplicity Group is a financial products distribution firm.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lee Equity Partners
2024-08-08Private Equity
2024-08-08Acquired
2020-10-16Secondary Market
Leadership Team
M
Mitchell Leidner
Chief Financial Officer
Kenneth McGee II
Chief Operating Officer
Recent News
2025-10-13
Venture Capital
2025-10-07
Company data provided by crunchbase