Career Opportunities

Director of Advisor Education

Kitces.com is hiring a Director of Advisor Education to be responsible for the entire Kitces.com Members Section educational content offering, including oversight of the development, production, and maintenance of all CE offerings, annual Kitces Research Studies, on-platform webinar events and live summits, Kitces Courses, and the Kitces College program.

So if you’re an experienced leader of teams and project manager, who appreciates the difference between leadership and management, with a passion for attracting and developing talent and getting the best out of a team of creatives, is strategic about engaging and collaborating cross-departmentally to use available resources for maximal impact, and has the ability to develop tracking and reporting on relevant KPIs that can be used to drive results and iterative improvement…then this job is for you!

Description/Responsibilities
This entirely virtually-based staff position (work from anywhere, no relocation required!) reports to the Managing Director, and will work directly with the Education and Research teams with the following core areas of functional responsibility and oversight:

– Day-to-day execution and management of the Education and Research Teams, and leadership of weekly L10 team meetings for each
– Accountable for the ongoing delivery and maintenance of core offerings of the Kitces Members Section, including Kitces Courses, Kitces College, Kitces Research studies, CE offerings, and on-platform events
– Management of the process for developing new Members Section offerings and initiatives, and reviewing current Members Section content and Resources for timeliness and relevance
– Strategize on ways to leverage existing Editorial and Members Section content for maximal reach and impact
– Oversight of the Kitces.com CE accreditation status, including relationships with accrediting bodies
– Training and development of the Education and Research Team members, including quarterly check-ins and annual performance reviews
– Hire and manage outside freelancers to support various aspects of the Kitces.com platform as needed
– Track and report on relevant Education and Research KPIs for Quality and Relevance

Key Candidate Traits
The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision, have a strong inclination for continuous learning and supporting the learning process in others, an intrinsic desire to help advance the financial advisor community, and an entrepreneurial bent to create sustainable value.

Candidates must have experience managing a variety of projects, both new and ongoing. In addition, the ideal candidate should have a servant leader mindset and a proven track record of building and leading high performing and engaged teams by empowering their people to achieve great things, and holding them accountable to specific deliverables and time-sensitive deadlines.

Candidates must be U.S. Citizens, and work within a reasonable time zone to the Eastern United States.

Completion of the PMP or equivalent project management work experience is required. At least 5 years of experience leading a team of creatives to achieve targeted growth metrics is required.

Prior experience in the financial services industry, and/or completion of the CFP education requirement, is strongly preferred but not required.

Compensation/Benefits
– Base salary $80,000 – $100,000/year based on experience
– Available bonus up to 12% of base salary, determined by meeting key Members Section and other business metrics
– $3,000 budget for additional training/skills education
– $2,000 conference budget
– $2,000 budget for technology hardware/software or related office materials
– Paid membership in a relevant membership association and for a relevant professional designation or certification
– 15 days of paid time off for combined vacation + sick, plus 6 national holidays
– Participation in company 401(k) plan
– Participation in the company health insurance plan

To Apply:
Interested candidates for the Director of Advisor Education should submit their Resume and Cover Letter to jobs@kitces.com, and may include an (optional) up-to-2-minute video to discuss why they are interested in the position as well.