What are the responsibilities and job description for the Practice Development Strategist position at RFG Advisory?
Are you someone who thinks in systems, builds with intention, and communicates complex solutions in ways that make people feel confident instead of overwhelmed? Join RFG Advisory as a Practice Development Strategist and help independent financial advisors grow by diagnosing real problems, configuring the right tools, and delivering outcomes that stick.
This role sits at the intersection of solutions architecture, relationship management, and strategic consulting. You’ll carry a book of advisor teams, own their technology outcomes, and serve as their most trusted internal resource: part diagnostician, part builder, part coach. You’re not just supporting the tech stack. You’re shaping how advisors use it, improving it based on what you learn, and advocating internally for what needs to change.
Reports To
Senior Director of Practice Development
Location:
This role can be in our Birmingham office or remote.
You’re a systems thinker who genuinely enjoys getting into the weeds. When an advisor describes a problem, your instinct is to diagnose before you prescribe: asking the right questions, mapping the workflow, and identifying the root cause before recommending a solution. You feel real empathy for the advisors you serve and their clients’ experience, and that empathy makes you better at your job. You listen for what’s said and unsaid, and you connect the dots between people, process, and technology in ways others miss.
You have a builder’s mentality. You’re comfortable in undefined situations, and you don’t wait for a playbook: you help write it. You care about documentation not because someone told you to, but because you understand that undocumented work disappears. You follow through, every time, and your advisors know it.
You’re as comfortable troubleshooting a broken integration as you are leading a strategic review with a senior advisor. You don’t need to choose between being technical and being personable: you’re both, and that combination is rare. You love solving hard problems with smart, mission-driven people, and you care deeply about delivering excellence in everything that has your name on it.
Key Responsibilities
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution.
We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day.
If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.
www.RFGadvisory.com/awards
Requirements
This role sits at the intersection of solutions architecture, relationship management, and strategic consulting. You’ll carry a book of advisor teams, own their technology outcomes, and serve as their most trusted internal resource: part diagnostician, part builder, part coach. You’re not just supporting the tech stack. You’re shaping how advisors use it, improving it based on what you learn, and advocating internally for what needs to change.
Reports To
Senior Director of Practice Development
Location:
This role can be in our Birmingham office or remote.
- If in Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote).
- If remote, occasional travel to Birmingham will be required including onboarding.
- Travel is required, potentially 2-7 days per month, based on business needs.
You’re a systems thinker who genuinely enjoys getting into the weeds. When an advisor describes a problem, your instinct is to diagnose before you prescribe: asking the right questions, mapping the workflow, and identifying the root cause before recommending a solution. You feel real empathy for the advisors you serve and their clients’ experience, and that empathy makes you better at your job. You listen for what’s said and unsaid, and you connect the dots between people, process, and technology in ways others miss.
You have a builder’s mentality. You’re comfortable in undefined situations, and you don’t wait for a playbook: you help write it. You care about documentation not because someone told you to, but because you understand that undocumented work disappears. You follow through, every time, and your advisors know it.
You’re as comfortable troubleshooting a broken integration as you are leading a strategic review with a senior advisor. You don’t need to choose between being technical and being personable: you’re both, and that combination is rare. You love solving hard problems with smart, mission-driven people, and you care deeply about delivering excellence in everything that has your name on it.
Key Responsibilities
- Own a book of advisor teams across segments: managing proactive touchpoint cadence, documenting every engagement, and maintaining a clear picture of each practice’s health, goals, and open items
- Lead new advisor onboarding into RFG’s technology ecosystem: configuring tools, mapping workflows to their practice model, and driving adoption through hands-on enablement, not just training decks
- Serve as the first line of technical support for your book: diagnosing issues across platforms, resolving what you can and routing what you can’t with full context and urgency
- Conduct structured discovery with advisors to uncover workflow inefficiencies, tech underutilization, and growth blockers, then translate those findings into actionable recommendations and follow through on delivery
- Serve as an internal advocate for the advisor experience: bringing pattern-level feedback from your book into cross-functional conversations and helping shape how the service model, tech stack, and internal playbooks evolve
- Leverage AI-powered tools (including meeting intelligence platforms and CRM automation) to work smarter, document more consistently, and deliver better outcomes for your advisors
- Stay current on the tools, trends, and expectations shaping the independent advisor space, and bring that perspective back to the team to help RFG stay ahead
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution.
We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day.
If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.
www.RFGadvisory.com/awards
Requirements
- Bachelor’s degree in a technical, business, or related field (or equivalent hands-on experience)
- 3 years in a client-facing technical role: solutions consulting, systems support, implementation, or similar; experience owning a book of clients or accounts preferred
- Demonstrated ability to learn, configure, and troubleshoot cloud-based software platforms: you don’t just use tools, you understand how they work
- Hands-on experience with a CRM platform (Zoho, Salesforce, or similar): including record management, workflow configuration, and data hygiene; comfort with help desk tools is a plus
- Experience in financial services, wealth management, or working directly with financial advisors is preferred
- Familiarity with financial planning tools (RightCapital, eMoney, Income Lab, Orion, etc.) is a bonus
- Leverages AI and automation tools (e.g., ChatGPT, Copilot, Claude) to improve productivity, quality, analysis, and communication.
- Actively identifies opportunities to streamline workflows, reduce manual effort, and enhance client and business outcomes.
- Genuinely curious and empathetic: you ask better questions than most, and advisors trust you quickly because they can tell you actually care about their outcomes
- Highly disciplined about follow-through and documentation: you close the loop and record what happened
- Comfortable operating without a complete playbook: you figure things out, document what you learn, and make the next person’s job easier
- Strong analytical and communication skills: you can translate a complex technical issue into plain language for an advisor and translate an advisor’s frustration into a clear internal ticket
- Thinks in outcomes, not just activity. You don’t measure success by how many calls you made or tickets you closed. You measure it by what changed for the advisor. You come to every engagement with a point of view on where that practice is headed and what it needs next, and you hold yourself accountable to that over time, not just in the moment.
- Curious, adaptable, and growth‑minded, with a demonstrated ability to learn new technologies quickly, experiment thoughtfully, and integrate emerging tools into day‑to‑day work.
- Competitive salary bonus pool
- Generous PTO, holidays, and a Charitable Service Day
- Health, dental, vision insurance RFG Advisory stipend
- Flexible Spending Account (Health and Dependent Care) HSA for applicable coverage
- Lifestyle Spending Account
- 401(k) with Safe Harbor contribution
- Paid parental leave, short- and long-term disability, life insurance
- Surface Pro home office setup
- Pet Insurance
- Continuing education and professional development support
- Tons of fun RFG Advisory swag!