14 Π΄Π½Π΅ΠΉ Π½Π°Π·Π°Π΄
Vice President, Advisor Growth & Transitions
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Π’Π΅ΠΊΡΡ:
TL;DR
Vice President, Advisor Growth & Transitions (Wealth Management): Building and leading a national advisor recruiting and transition organization for a $55 billion wealth platform with an accent on business development, recruiting operations, and advisor asset transitions. Focus on scaling New Store Sales, designing territories and quotas, compressing recruiting cycles, and ramping recruited assets to production.
Location: Dallas, TX, United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting independent agents and clients nationwide.
What you will do
- Own New Store Sales from prospect pipeline development through recruiting close and the ramp of recruited assets to full production.
- Build, lead, and develop the business development organization, including channel strategy, territory design, market coverage, hiring, and quota setting.
- Operate a disciplined advisor recruiting playbook focused on cycle time, win rates, and acquisition cost discipline.
- Own the advisor transition operating model, including capacity planning, vendor strategy, account transfers, repapering, and handoff into Advisor Success.
- Operationalize channel deployment across external recruiting, agent-to-advisor conversion, and partner-channel motions.
- Represent the Wealth platform to advisors evaluating their next affiliation.
Requirements
- 15 or more years of experience in wealth management distribution.
- Direct accountability for advisor recruiting results at an independent broker-dealer, RIA aggregator, or hybrid platform.
- Demonstrated experience recruiting multi-billion-dollar advisor books, including practices ranging from $100 million to $1 billion.
- Experience building a business development organization from a small base, including hiring, territory design, quota setting, and playbook development.
- Working fluency in advisor transition mechanics and independent-channel economics, including payout structures, transition capital, and acquisition cost discipline.
- Bachelor's degree required; MBA or equivalent advanced degree preferred.
Culture & Benefits
- Work within a hyper-growth company focused on independent agents and wealth, life, and health products.
- Family-like environment with a people-first culture and professional development opportunities.
- Competitive compensation package with benefits for employees and their families.
- is headquartered in Dallas and serves clients nationwide through in-person, phone, and online channels.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β
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