Field Business Management, Assistant Vice President
Core
Strategic management of the Advisor Legacy Program (ALP) to facilitate Financial Advisor succession, including policy development, deal valuation, and program execution.
Role type
Senior IC strategy & program management (Wealth Management)
Builds
Advisor Legacy Program policies, valuation models, and strategic initiatives for Wealth Management succession.
Domain
Financial Services / Wealth Management
Required skills
Strategic planning, financial analysis, project management, process improvement, data analytics, AI agent management, advanced Excel, PowerPoint, Adobe PDF
Preferred skills
Dataiku, AI language models, securities industry registration, government official experience
Technologies
Dataiku, AI language models, Excel, PowerPoint, Adobe PDF
Responsibilities
Develop and manage Advisor Legacy Program policy and economics; partner with Field leadership on program execution; build award valuation models; create executive-level presentations; automate reporting and build dashboards; manage AI Agents for program efficiency.
Seniority
Senior, hands-on IC