1 день назад
VP, Business Consulting, ICD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Business Consulting, ICD (Business Consulting): Leading complex consulting engagements for independent business owners across formation, growth, optimization, and succession with an accent on entity structuring, partnership strategy, compensation design, and equity planning. Focus on advising senior stakeholders, developing scalable consulting frameworks, and coaching a team of business consultants.
Location: Saint Petersburg, Florida, United States; hybrid workstyle
Company
is a financial services firm supporting independent advisors and business owners through consulting, affiliation, and growth services.
What you will do
- Lead business consulting services for independent business owners across startup, growth, optimization, and succession stages.
- Act as the senior escalation point for complex entity structures, partnerships, equity ownership, compensation, and retention strategies.
- Advise on business formation, expense-sharing models, advisor incentives, P&L design, benchmarking, and succession planning.
- Manage high-impact consulting engagements and develop scalable frameworks, tools, and solutions.
- Partner with Business Development, Transitions, and divisional leadership on advisor recruiting, affiliation, onboarding, and retention.
- Lead, coach, and develop a team of business consultants while managing relationships with professional partners and vendors.
Requirements
- More than 15 years of general work experience and more than 15 years of manager experience.
- Bachelor’s degree in Accounting, Business Administration, or Finance.
- Advanced knowledge of business structuring, entity formation, partnership design, tax considerations, financial reporting, and compensation models.
- Experience leading complex client engagements, solving ambiguous problems, influencing senior stakeholders, and communicating financial concepts clearly.
- Ability to coach and develop teams, manage multiple concurrent engagements, and present at conferences and home-office visits.
- Travel expected to be less than 25%.
Nice to have
- CPA certification preferred.
- Series 7 license preferred.
Culture & Benefits
- Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
- Benefits may include medical, dental, and vision coverage; life, disability, critical illness, and accident insurance.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- People-first culture focused on client service, integrity, independence, inclusion, and long-term thinking.
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