relationship managementfinancial serviceswealth managementbusiness growthdistribution strategyretirement servicesservice model transformation
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Зарплата и рынок
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$146к-244к/год
$150к$170кмедиана$220к
По похожим ролям (50) ~ $170к/год
На СНГ рынке: $5.6к/мес ($4.3к - $7.4к)
85
Сильная руководящая позиция
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Это четко определенная руководящая роль в крупной финансовой организации с понятными стратегическими целями и метриками успеха.
Четкие обязанности
Крупная компания
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
VP, Distribution Strategy (Wealth Management/Retirement Services): Leading initiatives that integrate retirement and wealth capabilities, strengthen advisor engagement, and build scalable service models with an accent on relationship management, advisor experience, and operational effectiveness. Focus on driving strategic growth, improving service delivery, and increasing advisor adoption, retention, and satisfaction.
Location: Fort Mill/Charlotte, United States; Boston is also listed as a location
Salary: $146,466–$244,110 base salary
Company
hirify.global is a U.S. wealth management firm supporting financial advisors and financial institutions with advisor affiliation models, investment solutions, fintech tools, and practice management services.
What you will do
Lead strategic initiatives integrating retirement and wealth management capabilities.
Develop scalable engagement models that support advisor growth and deepen client relationships.
Build relationship management strategies for key retirement and wealth advisors.
Create differentiated advisor experiences that improve loyalty and engagement.
Design and implement service strategies that improve advisor satisfaction and operational effectiveness.
Drive continuous improvement focused on efficiency and service excellence.
Requirements
15+ years of experience across financial services, wealth management, retirement services, relationship management, and distribution leadership.
Proven ability to drive strategic initiatives and business growth.
Strong relationship-building, leadership, and communication skills.
Nice to have
Advanced degree, such as an MBA or equivalent.
Relevant industry credentials.
Experience leading advisor experience or service model transformation initiatives.
Culture & Benefits
Full-time leadership role in a fast-paced, team-oriented environment.
Focus on exceptional client experiences, integrity, creativity, continuous improvement, and collaboration.
Benefits include 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
Success is measured through advisor NPS, assets under management retention, advisor segment growth, engagement and adoption, and service effectiveness and satisfaction.
Hiring process
Log in or create an account to apply; principals only.
LPL communicates with applicants only from an @lplfinancial.com email address and does not conduct interviews online or in chatroom forums.
Applicants will not be asked for payment or bank or credit card information during the interview process.
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