Blair West are supporting Emerald Financial Associates, to find an Advisor Growth Executive. Emerald Financial Associates operates within the financial services sector and is continuing to invest in adviser growth, client acquisition, and long-term commercial performance.
This role will work closely with advisers and senior leadership to optimise lead generation activity, improve adviser performance, and ensure a sustainable pipeline of high-quality client opportunities. The position sits within a commercially focused function and will play a key role in supporting business growth and adviser retention.
The opportunity:
* Support financial advisors in achieving monthly, quarterly, and annual performance targets through effective appointment generation activity.
* Develop and implement appointment generation strategies to improve lead quality, conversion rates, and overall ROI.
* Manage and optimise multiple lead channels including introducer relationships, strategic partnerships, referrals, and paid lead generation activity.
* Monitor adviser capacity, market focus, and performance metrics to align appointment flow effectively.
* Track and analyse lead source performance, identifying trends and opportunities for improvement.
* Work closely with advisers individually, adapting approaches to suit different working styles and commercial objectives.
* Identify underperforming activity and implement changes to improve efficiency and commercial return.
* Support wider brand-building and client acquisition initiatives, including social media and niche campaigns.
* Collaborate with leadership to contribute to a high-performance, accountable, and commercially focused culture.
You’ll be the ideal candidate for this position if you have:
* Experience within financial services or a closely related professional services environment.
* A strong understanding of lead generation, client acquisition strategies, and appointment setting activity.
* Experience working alongside financial advisers, sales professionals, or relationship-led commercial teams.
* A commercially focused mindset with the ability to balance growth objectives and ROI.
* Strong analytical skills with experience using data to influence decision-making and improve performance.
* The ability to manage multiple stakeholder relationships internally and externally.
* Experience evaluating lead source effectiveness and improving conversion performance.
* A proactive and adaptable approach, with the ability to identify opportunities for improvement and implement change.
* Confidence working within a fast-paced, target-driven environment.
The benefits included with this opportunity:
* Performance-related bonus structure linked to adviser retention, appointment quality, ROI, and adviser performance.
* OTE potential of up to £70,000.
* The opportunity to play a key role in shaping adviser growth and commercial strategy.
* Close collaboration with senior leadership and direct influence on business performance.
* A commercially focused environment with genuine scope to influence and improve processes.
* The chance to work across a diverse mix of lead generation and growth initiatives.
Our Commitment:
Blair West is an equal-opportunity employer. We embrace diversity and inclusion at every stage of the recruitment process. We are committed to fairness, equality, and ongoing diversity training for our team to give our candidates and clients a feeling of belonging during their experience with us. If you require reasonable adjustments at any stage during their experience with us, please speak to their consultant.
#J-18808-Ljbffr