Careers

Advisor Growth Strategies (AGS) is a leading consulting and mergers and acquisition (M&A) firm serving the wealth management industry. AGS is seeking a hard-driving, independent self-starter who has a passion for making a difference in the wealth management industry. Our ideal candidate is a strong writer who can translate research, trends, and expertise into compelling thought leadership content.

Create insight-driven content that positions AGS as a trusted advisor and industry thought leader. This role partners with AGS consultants, subject matter experts, and leadership to transform expertise, research, and market trends into compelling content that supports business development, client engagement, and brand credibility.

Thought Leadership Development

• Identify industry trends, market shifts, and client challenges that warrant a point of view and develop a clear, differentiate AGS perspective.
• Plan and lead interview series with external voices that generate original insights for publications
• Interview internal experts and translate their expertise into compelling thought leadership content
• Develop original content including:
  • Articles
  • White papers/research
  • Case studies
  • Blog posts
  • Conference presentations
• Create insightful, research-backed perspectives that differentiate AGS in the marketplace.

Research & Insight Generation

• Conduct market, industry, and competitive research to support content development.
• Monitor emerging trends and identify opportunities for AGS to contribute meaningful perspectives.
• Analyze and incorporate industry data sources and internal AGS data sources for evidence/meaningful patterns and turn findings into compelling narratives.
• Maintain a library of research, proof points, market data, and supporting statistics.
• Synthesize complex information into clear, actionable insights for clients and prospects.

Messaging & Content Creation

• Develop messaging, narratives, and positioning to support strategic growth initiatives.
• Produce content that supports sales conversations, client engagement, and business development activities.
• Write executive-level content on behalf of AGS leaders and subject matter experts.
• Ensure all content reflects AGS’s voice, expertise, and market position.

Collaboration & Enablement

• Partner with the Brand & Promotion lead to provide content and support writing as needed for campaigns, newsletters, events, social channels, and marketing initiatives.
• Collaborate with Program Office to translate narrative into clear visualization, charts, and infographics.
• Work with consultants and leaders to identify and capture proprietary knowledge and client success stories.

• 3-7 years of experience in content development, thought leadership, research, communications, journalism, or professional services marketing
• Exceptional writing, editing, and storytelling skills with the ability to make complex ideas clear, credible, and compelling
• Proven ability to develop thought leadership content, including articles, white papers, research reports, executive briefs, and case studies
• Experience interviewing internal subject matter experts and external stakeholders such as clients and executives and translating expertise into market-relevant insights and content
• Experience working with data (market statistics) and survey results. Strong research and analytical skills with the ability to synthesize data, trends, and perspectives into actionable insights
• Experience developing messaging, narratives, and positioning for professional or B2B audiences
• Highly organized with strong project management skills and the ability to manage multiple priorities simultaneously
• Experience leveraging AI tools to support research, content development, and productivity
• Strong attention to detail and commitment to producing high-quality work
• Bachelor’s degree in Communications, Marketing, Journalism, Business, English, or a related field

• Experience in wealth management or financial services
• Background in consulting, agency, or professional services
• Experience building or managing a content library or knowledge base
• Experience developing or supporting proprietary research programs, such as surveys or benchmarking studies

• Location in Phoenix, AZ strongly preferred (in-office)
• Must have authorization to work in the U.S.

• AGS produces high-quality research and thought leadership that earns attention and credibility in the market.
• New AGS service offers are supported by clear messaging and compelling narratives.
• Sales and client consulting teams have access to strong, differentiated content.
• Research, proof points, and industry insights remain organized and easily accessible.

Advisor Growth Strategies, LLC (AGS) is a leading consulting and M&A firm serving the wealth management industry. AGS provides customized business management solutions for firms seeking to aggressively grow their business and firms in transition. Our services include mergers & acquisitions, strategic planning, compensation design, and succession planning. We serve established independent advisors (RIAs), family offices, private equity, and publicly traded financial corporations.