2 дня назад
Area Vice President (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Area Vice President (Financial Services): Leading geographic-area growth by developing financial advisor capacity, expanding advice adoption, and driving total sales with an accent on talent acquisition, leadership development, and practice growth. Focus on building regional strategies, coaching field leaders, ensuring regulatory and licensing compliance, and strengthening advisor and client engagement across assigned markets.
Location: Assigned geographic area and markets; requires physical work in the designated area 85% of the time with travel as needed.
Company
is a Fortune 500 diversified financial services firm focused on financial advice, insurance, investments, wealth management, and client-centered growth.
What you will do
- Lead 5–10 field leaders and 50–100 Financial Advisors serving approximately 100,000 clients.
- Build and execute regional plans for advisor capacity growth, advice adoption, solutions, and total sales.
- Attract, select, onboard, launch, and develop diverse financial advisor talent and future team leaders.
- Coach field leaders, establish accountability through performance reviews and one-to-one sessions, and drive continuous improvement.
- Help experienced advisors expand their practices, add team capacity, and adopt advanced operating practices.
- Coordinate with Centers of Excellence, National Practice Group leaders, virtual advice channels, and regional community partners.
Requirements
- College degree required; MBA or other advanced education preferred.
- At least 5 years of leadership experience in the financial services industry.
- Proven record of achieving capacity growth, sales growth, and business-plan results through strategic leadership and influence.
- In-depth knowledge of financial advice, insurance products, asset and wealth management, fee-based planning, mutual funds, and securities.
- FINRA Series 7 and Series 63/65 or 66 required, or obtainable within 90 days; Series 24 preferred.
- State securities registrations and insurance licenses are required in all states comprising the assigned Advisor Group, with satisfactory compliance, Form U-4 disclosures, background check, and applicable insurance coverage.
Nice to have
- MBA or other related advanced education.
- FINRA Series 24.
- Experience attracting, selecting, and developing Financial Advisors at scale.
Culture & Benefits
- Lead through ’s principles of courage, collaboration, commitment, and continuous improvement.
- Build relationships with regional communities, clients, lodges, and Christian communities.
- Work within a matrix organization alongside advisor growth, practice growth, and advice adoption partners.
- Represent in client, community, and industry settings.
- Travel as needed across the assigned area, markets, and industry functions.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
1 день назад
Director, Institutional Health
7 дней назад
AVP, Business Consultant (Fintech)
114 330 - 190 550$
7 дней назад
ABDG Regional Sales Director
114 500 - 157 400$
8 дней назад
Director, Business Development (Advisor Recruiting)
8 дней назад
VP, Business Development Officer, Enterprise Sales – Financial Institutions (Wealth Management)
224 500 - 374 150$
2 дня назад
Regional Wholesaler (RVP) - Annuity Brokerage
65 000 - 80 168$