RIA Client Growth Consultant

About Amplify

Amplify is a purpose-built wealth management platform designed to help modern advisory firms operate more efficiently deliver better client outcomes and scale with confidence. Our comprehensive TAMP solution brings together powerful technology curated investment solutions and hands-on operational support—creating a fully integrated ecosystem for RIAs OSJs broker-dealers TAMPs and multi-family offices.

At the core of Amplify is a single intuitive platform that streamlines and automates the daily operations of a wealth management business. From digital onboarding and institutional model marketplaces to UMA trading and client lifecycle tracking we deliver seamless functionality across every stage of the advisory process. Our cloud-based multi-custodial framework offers the flexibility today’s firms need to grow adapt and serve clients at scale.

What sets Amplify apart is our ability to tailor each implementation through a customizable platform chassis expert integration support and a proactive service team dedicated to each partner’s success. We also provide advanced tools for compliance surveillance billing performance analytics and reporting—all accessible through real-time dashboards that give firm stakeholders the visibility they need to lead with clarity.

Headquartered in Scottsdale Arizona Amplify is the all-in-one platform for growth-minded wealth management enterprises.

The Role

We’re looking for a high-energy client-focused Business Consultant / Client Growth Manager to join our team in Scottsdale. In this role you’ll drive success for our advisors through every stage of the client journey—from first introduction through onboarding ongoing support and long-term strategic growth.

You’ll be at the heart of our advisor experience helping firms get the most out of our platform and supporting their growth in meaningful measurable ways.

What You’ll Do

• Sales Support – Collaborate with our business development team to deliver product demos join prospect meetings and help close new opportunities.
• Client Onboarding – Own the onboarding experience ensuring a seamless transition onto the Amplify platform with clear communication support and training.
• Relationship Management – Serve as a trusted point of contact for your assigned advisors—providing ongoing support proactive outreach and rapid problem-solving.
• Strategic Growth Consulting – Act as a partner in your clients' growth strategies helping them leverage Amplify’s tools to streamline operations deepen client impact and drive business results.

What We’re Looking For

• Experience in a client-facing role within financial services fintech or SaaS
• Familiarity with the RIA space or broader wealth management industry
• Strong communication presentation and relationship-building skills
• A self-starter mindset with the ability to work in a fast-paced environment
• A genuine passion for helping others succeed

Required Qualifications

• Minimum of 10 years working in a similar capacity for a TAMP RIA custodian or comparable wealth management firm
• Bachelor’s degree required
• MBA and/or CFP designation a plus

Why Amplify?

• Be part of a growing team that’s transforming an industry
• Work alongside passionate collaborative professionals who believe in moving fast thinking big and staying advisor-first
• Competitive compensation and benefits

Compensation and Benefits

• Salary: Based on experience
• 401(k) with company match
• Medical dental and vision insurance • Health savings account
• Life insurance
• Paid time off

Location Scottsdale AZ (in-office role)

Equal Opportunity Statement:

Amplify is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on merit qualifications and business needs. Must be able to pass a background check.

Background Check and Predictive Index Survey required.

What We Do

Amplify’s cloud-based integrated platform is purpose-built for financial advisors and firms ready to leave inefficiency behind. From onboarding and trading to compliance and reporting Amplify brings the tools you need together in one scalable seamless solution—so you can focus on growing your business. Our platform doesn’t just simplify tasks—it transforms how you work. By connecting and integrating data from multiple systems into one unified solution Amplify creates clarity where others create complexity. Customizable tools enable you to shape Amplify to fit your firm’s needs from enterprise-level operations to personal client relationships.

Why Work With Us

At Amplify you’ll do meaningful work that drives change in wealth management while building your career. We’re shaping the future of the industry with innovation collaboration and a culture that champions growth and real results.

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