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1 месяц назад

VP, Head of New Advisor Talent Development

Формат работы
hybrid
Тип работы
fulltime
Грейд
head
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, 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

hirify.global 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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