Join Our team
Select Advisors Institute has had the privilege of working with financial advisory firms and financial services organizations across the country since 2014, helping them strengthen their marketing, sales, growth and overall business strategy.
Since our inception, SAI has worked with a client base that collectively manages over $300 billion in assets.
We have been featured in the WSJ, Barrons, InvestmentNews and more.
Our clients range from mid-sized financial firms to global financial institutions.
As we continue to grow, we're looking to expand our team of experienced professionals who enjoy doing meaningful work with great clients, while maintaining the flexibility of a fractional or project-based role.
We are currently interested in meeting:
Executive Coaches
Experienced coaches who can work directly with financial advisors, executives and leadership teams on business development, leadership, sales, growth and practice management.
Engagements are typically assigned based on your experience, expertise and fit with the client.
Sales Trainers
Experienced sales professionals and trainers who can facilitate individual and group coaching, sales training, workshops and other business-development programs.
We're particularly interested in professionals who are confident presenting, facilitating conversations and helping experienced professionals translate ideas into action.
Fractional Marketing Consultants
Experienced marketing professionals who can become an extension of the SAI team and work with a select group of SAI clients.
Depending on your background, responsibilities may include participating in client meetings, contributing marketing and growth ideas, developing strategy, guiding campaigns and initiatives, and helping move client priorities from idea through execution.
Fractional consultants may be assigned to a small group of clients so they can become familiar with each client's business, priorities and ongoing initiatives.
Fractional HR Consultants
Experienced HR professionals who can work directly with SAI and our clients on people, organizational and workplace initiatives.
Depending on your background, engagements may include organizational structure, roles and responsibilities, hiring and recruiting, compensation and performance management, employee relations, policies and procedures, leadership support and other strategic HR initiatives.
We're particularly interested in HR professionals who combine strong technical knowledge with excellent judgment, communication skills and the confidence to advise business owners and leadership teams directly.
Fractional Operations Consultants
Experienced operations professionals who can work directly with SAI and our clients to improve how their businesses run, scale and execute.
Depending on your background, engagements may include project management, workflow and process improvement, technology implementation, team coordination, operational efficiency, client experience, systems development and execution of strategic initiatives.
We're particularly interested in professionals who can take an initiative from idea through execution, identify opportunities to improve existing processes and confidently work with business owners, leadership teams and other members of the SAI team.
How Our Fractional Model Works
Opportunities may range from individual projects and coaching engagements to ongoing fractional assignments.
Some professionals may work with SAI on an as-needed basis, while others may be assigned to specific clients or engagements with a consistent anticipated weekly commitment.
Most opportunities range from approximately 1–12 hours per week, depending on the role, client needs and your availability.
These opportunities are designed for experienced professionals seeking meaningful fractional work rather than a traditional full-time position.
What We Value
We're looking for people who are experts in their industry, confident and exceptionally reliable.
You should be comfortable contributing your own ideas, communicating directly with clients, working independently and collaborating with a fast-moving team.
Financial services experience is highly valued, but for certain roles, exceptional marketing, coaching, consulting or sales experience in other professional-services industries may also be considered.
If you're interested in joining the SAI team, we'd love to learn more about your background, areas of expertise, availability and the type of work you most enjoy.
Rates and Compensation
Compensation is commensurate with experience, area of expertise and the nature of each engagement. Rates typically range from $50–$250+ per hour, with higher rates generally associated with specialized coaching, training, consulting or subject-matter expertise.
Engagements may be structured hourly, by project or by client, depending on the nature of the work.
Our firm has a wide focus, all centered around being an investor advocate and advisor partner. Examples include:
Strategy and Business Process development for financial firms
Organizational structuring, incentive and compensation design
Working with Ultra High Net Worth families to find and vet advisors
Marketing company for HNW
Marketing company for UHNW
Business coaching for wealth firms
Compensation structuring for wealth management and financial firms
Fractional CMO for RIAs
Outsourced Chief Marketing Officer for financial firms
Marketing coaching for financial firms
Marketing experts for wealth management and RIAs
Marketing compliance for RIAs
Advertising rules for financial firms
Financial firm executive coaching
Social media strategies for financial firms
Done‑for‑you marketing for financial advisors explained: benefits, costs, compliance, KPIs, vendor selection, and timelines. Learn how Select Advisors Institute (since 2014) helps RIAs scale marketing with compliant, measurable DFY solutions.