Responsibilities

• Member of the executive leadership team and active participant in driving execution of Network Office annual strategies and 10-year vision
• Responsible for building the vision and strategic plan for Career Advisor growth, productivity & engagement
• Lead, manage, and professionally develop a marketing coordinator
• Consulting and coaching career advisors and their teams (through a clear segmentation framework): Business Model Design, Team Development, Business & Operations Management, Strategic Planning, Integrated Planning, Client Acquisition & Engagement Models, Leadership Development, Accountability, Succession, Ensemble Platform
• Liaison between the NO and HO including but not limited to: Sales Enablement, Practice Management, PCG, Field Growth and Engagement, Continuity and Succession, NO product specialists
• Subject matter expert for Sophisticated Advisors and Teams: PCG and Ensembles
• Liaison/subject matter expert of Entity Advisor
• Partners with CA leaders and their team members toward vision attainment
• Facilitates the sharing of necessary communications across all constituents (NO, HO and CAs)
• Organization, facilitation and/or implementation of local programs/services

Preferred

• 10+ years Financial Services/Wealth Management experience
• Coaching experience
• Exceptional written, verbal, presentation and leadership skills
• Strong project management and collaboration skills
• Ability to think strategically while acting tactically
• Life & Health or Series Licensing

Benefits

• Benefits include health insurance, PTO and 401k with match.