VP, Head of New Advisor Development - Advisory Mastery Program (AMP)
Core
Architect the enterprise strategy for developing, accelerating, and sustaining advisor success across the full advisor lifecycle, connecting sourcing, development, teaming, and practice readiness.
Role type
VP, Head of New Advisor Development
Builds
Integrated advisor talent ecosystem and practice readiness frameworks
Domain
Financial Services / Advisor Talent Development
Required skills
Enterprise strategy definition, integrated framework design, competency modeling, teaming governance, business planning, client acquisition strategy, practice management, technology proficiency, coaching model design, AI/digital learning integration
Preferred skills
None stated
Technologies
AI, digital learning platforms, analytics tools, CRM systems
Responsibilities
Define and execute enterprise advisor talent strategy; Build integrated frameworks connecting sourcing, onboarding, development, teaming, and practice execution; Lead onboarding, training, and development programs for new financial advisors; Own enterprise new advisor teaming strategy and governance; Define and operationalize practice readiness standards; Lead integration of AI, digital learning, and analytics into advisor development
Seniority
VP, Strategy & Mentorship