National Advisor Recruiting Manager, VP
Core
Partner with Field leadership to attract, evaluate, and hire Financial Advisors for the Wealth Management organization, managing deal economics and transition risks.
Role type
Senior IC recruiting manager (wealth management)
Builds
Financial Advisor recruitment pipeline and transition deals
Domain
Financial services / Wealth Management
Deliverable
client delivery
Required skills
deal structuring, negotiation, risk assessment, profile evaluation, contract preparation, cross-functional coordination
Preferred skills
analytical thinking, business judgment, stakeholder influence, process improvement
Technologies
CRD records, DDPs
Responsibilities
Review Financial Advisor recruit opportunities and assess candidate profiles including book of business and production history; Evaluate transition deal size and structure based on risk and strategic fit; Negotiate deal terms with Field leadership and internal stakeholders; Identify and price transition risks related to business, compliance, and operations; Prepare employment contracts and agreements; Support coordination between National Recruiting, Field Management, Legal, Compliance, and Finance; Improve recruiting processes and documentation standards.