Propensity engine · By role type
Nine capabilities, one shape.
The spider shows where my scores run strongest. Tap any axis to see the role types that capability anchors — and the titles those seats go by in the market.
6 seats anchored by growth
Head of Affluent / UHNW Segment
Direct94Segment P&L, value proposition and advisor coverage for a defined client tier.
Full-timePotential titles
- Managing Director, UHNW
- Head of Private Wealth
- Segment Executive, Ultra High Net Worth
Head of National Sales / Distribution
Direct93National sales force, territory design and field productivity.
Full-timePotential titles
- National Sales Manager
- Head of Distribution
- Chief Distribution Officer
Chief Growth Officer
Direct92Enterprise net new assets, revenue growth and the operating cadence behind them.
Full-timeFractionalPotential titles
- Head of Growth
- Managing Director, Growth
- Chief Strategy & Growth Officer
Head of Advisor Recruiting & BD
Direct91Advisor recruiting pipeline, transition economics and onboarding.
Full-timePotential titles
- Head of Advisor Recruitment
- Director of Advisor Recruiting
- Head of Practice Acquisitions
CMO, Wealth Management
Direct91Brand, demand generation and marketing-sourced growth.
Full-timePotential titles
- Chief Marketing Officer
- Head of Marketing
- VP, Brand & Demand
Head of Advisor Marketing & Practice Growth
Direct90Advisor-facing marketing programs that drive practice growth.
Full-timePotential titles
- Head of Practice Growth
- Director, Advisor Marketing
- Practice Development Lead