VP, Advisor Engagement
Core
Drive strategy and execution for financial professionals to improve retention, engagement, growth, and satisfaction by building strong partnerships and translating business opportunities into actionable goals.
Role type
VP, Advisor Engagement (Strategy & Relationship Leadership)
Builds
Strategic engagement programs and growth initiatives for financial professionals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Strategic planning, relationship management, business intelligence analysis, change management, consultative selling, team leadership, financial services domain expertise
Preferred skills
FINRA Series 6/7, 63, 65, 66, or 24 licenses
Technologies
Business intelligence tools, customer operations platforms
Responsibilities
Develop and maintain meaningful relationships with financial professionals; Identify and proactively engage in growth opportunities; Conduct discovery of business owners; Assess business health using business intelligence tools; Help set realistic business goals and strategies; Drive same-store sales, revenue growth, and net new assets; Support change management initiatives; Promote adoption of resources and tools; Connect professionals to subject matter experts; Assist with issue identification and resolution; Collaborate across relationship teams.
Seniority
VP, strategy & mentorship
