VP, Advisor Engagement
Core
Drive strategy and execution for financial professionals to improve retention, engagement, growth, and satisfaction.
Role type
VP, Advisor Engagement (Strategy & Operations)
Builds
Strong partnerships with financial professionals and actionable growth plans
Domain
Financial Services / Wealth Management
Required skills
Relationship management, business growth strategy, business intelligence analysis, change management, consultative selling, team leadership, regulatory change navigation
Preferred skills
FINRA Series 6/7, 63, 65, 66, 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 and owner; Assess business health using BI tools; Drive same-store sales and revenue growth; Support change management and technology adoption; Connect professionals to subject matter experts; Assist with issue identification and resolution.
Seniority
VP, Strategy & Mentorship