Position Overview
The Director, Advisor Enablement and Practice Management is responsible for ensuring Perigon’s advisory teams operate at their highest level across service, operations, and growth. This leader acts as a primary partner to advisory teams, helping them navigate Perigon’s resources, implement firm initiatives, and resolve operational and business challenges that impact their ability to serve clients and grow their practices. The role is deeply executional and field-facing, focused on driving consistency, accountability, and adoption across the advisor platform.
Working in close partnership with the Managing Director, Advisory Success and Integration, the Director will help run the day-to-day operating rhythm of the advisor business, ensuring advisors are supported, informed, and positioned to fully leverage Perigon’s capabilities in service of client outcomes, firm growth, and long-term enterprise value.
Position Title: Director, Advisor Enablement & Practice Management
Reports to: Managing Director, Advisory Success and Integration
Location: Remote (50% travel required)
Employment Status: Full-time
Effective Date: 2026
Company Overview
Perigon Wealth Management is a leading independent Registered Investment Advisor (RIA) managing over $11 billion in client assets. We serve a growing network of advisors and clients nationwide, providing comprehensive wealth management, planning, and investment solutions. We are committed to empowering advisors with the tools, resources, and support they need to deliver exceptional client experiences and sustain long-term growth.
Key Responsibilities
The essential functions include, but are not limited to the following:
- Serve as a trusted relationship manager for a defined group of advisory teams, maintaining regular communication and ongoing engagement.
- Act as a liaison between advisors and internal teams (Operations, Investments, Technology, Marketing, Compliance) to ensure timely issue resolution and follow-through.
- Proactively identify advisor needs, concerns, and opportunities to improve their experience with the firm.
- Support advisors in understanding and accessing firm resources, tools, and programs.
- Assist with onboarding and transition activities for new advisors in partnership with the Advisor Success and Integration team.
- Coordinate meetings, touchpoints, and follow-ups to ensure a consistent and high-quality advisor experience.
- Track advisor engagement, feedback, and relationship health, escalating issues when appropriate.
- Participate in advisor events, training sessions, and firm meetings as needed.
- Contribute to a collaborative, service-oriented culture across the Advisor Success organization.
Qualifications
- 5–8 years of experience in wealth management, advisor services, relationship management, or a client-facing role within an RIA, broker-dealer, or financial services firm.
- Prior experience working directly with financial advisors or advisory teams is required; former advisor experience is a plus but not required.
- Solid understanding of wealth management concepts, advisory firm operations, and the independent RIA environment.
- Strong relationship management skills with the ability to build trust, credibility, and long-term partnerships.
- Highly organized with the ability to manage multiple advisor relationships simultaneously.
- Excellent communication skills, both written and verbal.
- Comfortable working in a remote environment and collaborating across teams.
- Willingness and ability to travel up to 50% for advisor meetings and firm events.
- Preferred location in Metro NYC with the ability to work out of one of the firm’s offices.
Skills & Competencies
- Relationship management and client service mindset
- Problem-solving and issue resolution
- Strong follow-up and attention to detail
- Ability to prioritize and manage competing requests
- Collaborative, team-oriented approach
- Professional judgment and discretion
Personal Attributes
- Service-oriented with a genuine interest in supporting advisor success
- Proactive, dependable, and responsive
- Collaborative and respectful of cross-functional partners
- Eager to grow and develop within a relationship management career path
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
The company is an equal opportunity employer and complies with ADA regulations as applicable.
Know Your Rights Poster-
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