1 месяц назад
VP, Head of New Advisor Talent Development
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Head of New Advisor Talent Development (Advisor Talent Strategy): Defining and executing an enterprise ecosystem for sourcing, developing, teaming, and preparing new financial advisors to build high-performing practices with an accent on career pathways, coaching, practice readiness, and advisor productivity. Focus on integrating AI, digital learning, analytics, and CRM enablement while improving retention, time-to-productivity, team formation, and long-term pipeline strength.
Location: Saint Petersburg, Florida, United States; hybrid workstyle with less than 25% travel
Company
is a financial services firm focused on developing and sustaining successful advisor practices.
What you will do
- Define and execute the enterprise strategy for new advisor sourcing, onboarding, development, teaming, and practice readiness.
- Lead onboarding, training, career pathways, competency models, and milestone-based development for new financial advisors.
- Own the enterprise teaming strategy, including matching solo advisors with teams seeking growth talent.
- Define practice-readiness standards covering business planning, client acquisition, practice management, technology, CRM use, delegation, and team readiness.
- Establish coaching models, mentoring networks, peer communities, readiness assessments, and transition benchmarks.
- Integrate AI, digital learning, and analytics into advisor development and partner with technology teams to improve productivity and personalization.
Requirements
- More than 15 years of general experience.
- 10–15 years of management experience.
- Bachelor’s degree in Business Administration.
- Experience developing early-career financial advisors and connecting talent programs to business outcomes.
- Ability to define enterprise metrics for retention, productivity, readiness, revenue growth, engagement, and pipeline sustainability.
Culture & Benefits
- Hybrid work environment with less than 25% travel.
- Benefits may include medical, dental, vision, life, disability, critical illness, accident, retirement savings, paid time off, holidays, sick leave, and parental leave.
- Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
- People-first culture that values diverse backgrounds, experiences, and authentic contributions.
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