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Independent Financial Group, LLC · 3 months ago

Director, Advisory Product Management

SAN DIEGO, CA, USA

Full-time

Onsite

Mid, Senior Level

$150K/yr - $175K/yr

7+ years exp

Independent Financial Group (IFG) is seeking a Director of Advisory Product Management to lead the oversight, development, and operations of IFG’s advisory products and platforms. This role focuses on ensuring operational excellence and driving platform innovation to enhance both advisor and client experiences.

AdviceAsset ManagementFinancial Services

Responsibilities

Define and execute IFG’s long-term advisory product strategy, aligning with firmwide growth objectives

Establish and manage pricing across platforms and solutions to balance advisor, client, and firm economics

Oversee product architecture and offering strategy for IFG’s corporate advisory platform

Manage the strategic relationship with IFG’s advisory platform technology provider to ensure quality service, competitive features, and seamless integration (AccessPoint)

Design workflows, processes, and playbooks that optimize the advisor and client experience

Lead oversight of IFG’s TAMP relationships (e.g., AssetMark, Orion, Focus) to ensure platform competitiveness and strong service delivery

Partner with compliance and operations teams to ensure platforms meet regulatory and supervisory requirements

Evaluate, implement, and monitor vendor controls, leveraging IFG’s product review committee as appropriate

Act as a subject-matter expert on trends in advisory products, TAMPs, fiduciary regulation, and advisory business models

Collaborate with IFG consulting teams to drive adoption of advisory solutions, increase fee-based revenue, and expand assets under management

Lead advisory department restructuring initiatives, including task allocation, role definition, and hiring plans as needed

Qualification

Wealth management experienceInvestment advisory expertiseFINRA Series 7 & 66Advisory platforms knowledgeSalesforce CRM proficiencyAdvanced Excel skillsAnalytical skillsCommunication skillsLeadership skillsDetail-oriented

Required

Bachelor's degree required

7–10+ years of experience in wealth management, investment advisory, or financial services operations

FINRA Series 7 & 66 required

Series 24 must be obtained within 120 days of hire

Proven expertise in investment advisory platforms, particularly in the independent advisor space

Deep knowledge of advisory platforms, including fee-based account structures, billing, trading workflows, and compliance requirements

Strong analytical skills for evaluating performance, risk, and platform economics

Excellent communication skills—written, verbal, and presentation

Proficiency in Salesforce CRM and workflow tools

Advanced Excel and reporting capabilities

Strategic thinker with the ability to execute tactically in a fast-paced environment

Strong leadership and team development skills, emphasizing accountability, mentorship, and collaboration

Commercial mindset with an understanding of product partnerships and platform economics

Highly organized, detail-oriented, and solutions-focused

Skilled at balancing multiple priorities and deadlines with professionalism and a positive attitude

Preferred

advanced degree or credentials (CFA®, CIMA®, etc.)

Familiarity with Pershing, Envestnet, and leading IBD TAMPs such as AssetMark, Orion, and Focus

Benefits

Free on-site fitness center

Company-paid medical insurance

401(k) matching

Company

Independent Financial Group, LLC

Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals.

Founded in 2003

San Diego, California, USA

51-200 employees