7 дней назад
Vice President (Private Wealth Management, Advisor Practice Management)
85 000 - 270 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Vice President (Private Wealth Management, Advisor Practice Management): Driving the growth, efficiency, and scalability of private wealth advisor franchises through business planning, organizational design, operational excellence, and regional recruiting with an accent on advisor coaching, practice management frameworks, and talent pipeline development. Focus on solving complex business problems, improving productivity and scalability, and building long-term relationships with advisor candidates and business stakeholders.
Location: Los Angeles, CA, United States
Salary: $85,000–$270,000 base salary annually, plus potential discretionary bonus.
Company
is a global investment banking, securities, and investment management firm founded in 1869, with offices worldwide.
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 that support advisor success.
- Partner with regional heads and business leadership to identify growth needs and emerging opportunities.
- Build regional recruiting pipelines through market engagement, candidate relationships, pipeline tracking, and outreach.
- Collaborate with Talent Strategy, Recruiting, and business leadership on advisor growth and talent acquisition priorities.
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, organization, 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 active, non-temporary, 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 special needs or disabilities.
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