11 дней назад
Asset & Wealth Management, Private Wealth Management, Advisor Practice Management, Vice President - New York
115 000 - 270 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Asset & Wealth Management, Private Wealth Management, Advisor Practice Management, Vice President - New York (Wealth Management): Driving growth, efficiency, and scalability across private wealth advisor franchises with an accent on business planning, organizational design, operational excellence, and recruiting. Focus on coaching advisors, developing practice management frameworks, solving complex business problems, and building regional advisor talent pipelines.
Location: New York, NY, United States
Salary: USD 115,000–270,000 base salary per year, plus potential discretionary bonus.
Company
is a global investment banking, securities, and investment management firm founded in 1869 and headquartered in New York.
What you will do
- Partner with private wealth advisors to develop business plans, growth strategies, and business development objectives.
- Coach advisors on team structure, role definition, capacity planning, productivity, and organizational effectiveness.
- Develop and promote practice management tools, resources, and frameworks.
- Partner with Regional Heads and business leaders to identify growth needs and emerging opportunities.
- Build regional recruiting pipelines, engage prospective advisor candidates, and support talent acquisition strategies.
- Gather stakeholder feedback and translate market and business insights into actionable recommendations.
Requirements
- 5+ years of experience in wealth management, advisor development, business management, practice management, recruiting, or a related field.
- Strong understanding of advisor business development, practice management, and wealth management business models.
- Experience coaching, consulting, or advising professionals on business growth, productivity, and organizational effectiveness.
- Ability to build relationships and influence stakeholders across multiple organizational levels.
- Excellent communication, presentation, analytical, problem-solving, organizational, and stakeholder management skills.
- Proficiency in Microsoft Office, including Excel and PowerPoint.
Nice to have
- Experience with advisor recruiting, talent acquisition, or business development strategy.
Culture & Benefits
- Training and development opportunities and firmwide professional networks.
- Benefits, wellness, personal finance, and mindfulness programs.
- Competitive benefits are generally available to eligible full-time and part-time US employees working at least 20 hours per week.
- Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.
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