SVP, Premium Service
Core
Lead a high-performing organization delivering differentiated service experiences for sophisticated financial advisors to drive loyalty and growth.
Role type
Senior VP, Premium Service (Leadership)
Builds
A scalable, high-touch service model for premium advisors
Domain
Financial Services / Wealth Management
Deliverable
Production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic leadership, operational excellence, change leadership, talent development, executive communication, relationship leadership, advisor obsession
Preferred skills
Experience in contact center leadership, designing differentiated service models, understanding of wealth management industry needs
Technologies
None explicitly stated
Responsibilities
Define and execute end-to-end strategy for the Premium Service model; lead an organization of over 350 employees; partner with leaders to develop a premium service experience; maintain deep understanding of advisor needs through direct engagement; leverage service data and insights to enhance advisor experience; champion innovation and continuous improvement; serve as an executive sponsor for key advisor relationships.
Seniority
Senior, hands-on IC