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11 дней назад

VP, Distribution Strategy

146 466 - 244 110$
Формат работы
onsite
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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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