AVP, Associate Regional Investment Director
Core
Strategic consultant and relationship manager supporting bank and credit union wealth management programs, driving growth, performance, and client outcomes.
Role type
Associate Regional Investment Director (AVP)
Builds
Wealth management programs for financial institutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Strategic planning, program performance analysis, advisor engagement strategies, change management, risk and compliance governance, business development
Preferred skills
FINRA Series 9 & 10 or Series 24, MBA, CFP®, CFA®, CIMA®, bank/credit union program experience, consulting with business leaders
Technologies
Fintech tools, practice management services
Responsibilities
Partner with program leaders to execute growth strategies, analyze program performance metrics, support advisor recruiting and retention, implement strategic initiatives and technology adoption, promote risk and compliance culture, collaborate on delivering exceptional client experiences
Seniority
Mid-Senior, hands-on IC