Vice President, Advisory Consulting
Core
Leading field-based regional sales and consulting efforts to drive advisor engagement, promote Wealth Management Platform adoption, and grow advisory assets.
Role type
Senior IC Vice President, Advisory Consulting
Builds
Regional sales and consulting operations for the Wealth Management Platform
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
team leadership and mentorship, territory planning and segmentation, consultative guidance for practice transformation, sales campaign execution, performance analytics, stakeholder collaboration
Preferred skills
CFP® or CIMA® designation, advanced wealth management certifications
Technologies
client relationship management programs
Responsibilities
Lead and mentor regional sales consultants, oversee territory planning and advisor segmentation, deepen relationships with high-value advisors, coordinate with internal sales leadership, monitor activity and revenue metrics, represent field voice in product development
Seniority
Senior, hands-on IC with team leadership