Head of Strategy
230,000
Posted 09/21/2026
Direct Hire
Direct Hire
Job ID:
13897
Job Description
HumanHire has been retained to support a leading wealth management platform with more than $50B in client assets and a national network of advisors to find a Head of Strategy to shape the firm's growth agenda alongside the CEO and executive committee. This leader will set enterprise priorities, drive the advisor economics that fuel recruiting and retention, and help integrate a steady pipeline of acquired firms as the platform scales. The Head of Strategy will sit at the center of the business, working across distribution, product, finance, and operations to turn the firm's growth plan into results.
What You'll Own
Enterprise Strategy
- Lead the firm's multiyear strategic plan and translate it into clear annual priorities.
- Advise the CEO and executive committee on growth bets, tradeoffs, and resource allocation.
- Run the operating cadence that keeps leadership accountable to key initiatives.
Advisor Economics
- Own advisor compensation strategy across payout grids, deferred comp, and recruiting packages.
- Benchmark the firm's economics against wirehouses, independent broker-dealers, and competing RIAs.
- Identify the levers that drive advisor productivity, retention, and organic growth.
Acquisitions and Integration
- Evaluate RIA and advisor team acquisitions with the corporate development team.
- Design integration plans that bring new firms onto the platform with minimal client and advisor disruption.
- Track post-close performance against the original investment case.
Product and Client Offering
- Map the competitive landscape across managed accounts, alternatives, lending, and banking.
- Build the strategy for new high-net-worth and ultra-high-net-worth offerings, including partnerships and pricing.
Board and Ownership Engagement
- Develop strategy materials for the board and private equity sponsor.
- Frame performance around AUM growth, net flows, margin, and advisor recruiting.
Growth Analytics
- Own the metrics that define the firm's growth story, from net new assets to advisor cohort performance.
- Give leadership a real-time view of where growth is coming from and where it's stalling.
What You Bring
- 8+ years in strategy, corporate finance, or business analytics within wealth management or financial services.
- 2+ years in a senior strategy role advising a division head or C-suite executive.
- Deep command of advisor compensation, AUM and revenue drivers, and wealth management P&Ls.
- Track record leading firm integrations, platform launches, or enterprise-wide initiatives.
- Experience with private equity ownership or RIA consolidation preferred.
- Familiarity with Salesforce, Envestnet, Wealthscape, or similar platforms preferred.
- FINRA Series 7 or 66 preferred; MBA a plus.
- A polished, high-energy leader who earns credibility with executives and top-producing advisors alike.
Compensation and Benefits
- $200K-$230K base, plus 15% bonus.
- Medical, dental, and vision coverage
- 401k with company match
- Paid vacation, sick time, and holidays
- Paid parental leave