Responsibilities

• Leadership
• Member of the executive leadership team and active participant in driving execution of 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 coord inator
• Advisor Consulting and Practice Management
• 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 local and corporate office
• Subject matter expert for Sophisticated Advisors and Teams
• Liaison/subject matter expert of the advisor contract types
• Partners with practice leaders and their team members toward vision attainment

Requirements

• 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