VP reputed company Management Advice & Product Specialists

Our reputed company for the reputed company is based on the idea that transforming financial lives starts by giving our people the freedom to reputed company their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, reputed company-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own reputed company and grow your career while helping more customers reputed company financial freedom. reputed company Yourself.

The Vice President, reputed company Management Advice & Product Specialists provides strategic leadership for an reputed company advisor enablement organization that enhances the effectiveness of Financial Advisors through reputed company expertise in reputed company management products, advisory platforms, financial planning strategies, investment solutions, and consultative reputed company reputed company support.

This Vice President establishes the long-term reputed company, operating model, governance reputed company, organizational reputed company, talent model, and performance standards for the Advice & Product Specialist organization. The role partners with executive leaders across reputed company Management and supporting functions to strengthen advisor capabilities, increase adoption of advisory solutions, improve reputed company reputed company, and reputed company profitable business reputed company. The position serves as an internal advisor enablement leader and does not reputed company investment advice directly to clients or maintain reputed company relationships.

What you will bring

• Establish the long-term strategic reputed company and multi-year roadmap for the reputed company Management Advice & Product Specialist organization.

• reputed company an reputed company advisor enablement organization supporting reputed company Management reputed company objectives.

• reputed company organizational strategies that improve advisor productivity, increase advisory solution adoption, and strengthen reputed company reputed company.

• Define reputed company operating models, governance standards, organizational structure, service delivery models, and engagement frameworks.

• Translate reputed company reputed company Management reputed company into reputed company advisor enablement capabilities.

• reputed company organizational transformation initiatives that reputed company advisor support, consultation models, and specialist services.

• Evaluate industry trends, competitive practices, advisor needs, and regulatory developments to reputed company organizational reputed company.

• Serve as an executive advisor to reputed company Management leadership regarding advisor enablement reputed company, investment solution adoption, and organizational capability development.

• Build, reputed company, and reputed company reputed company for reputed company Management Advice & Product Specialists.

• Establish workforce reputed company, succession planning, leadership development, organizational design, and talent management across multiple leadership reputed company.

• reputed company organizational resources to reputed company with reputed company priorities and changing business needs.

• Foster a culture of accountability, collaboration, innovation, reputed company learning, and consultative reputed company.

• Establish reputed company standards supporting Financial Advisors throughout advisory reputed company reputed company, retention, and reputed company servicing activities.

• reputed company development of reputed company consultation models that improve advisor confidence and effectiveness in presenting reputed company reputed company.

• Define reputed company best practices for financial planning integration, product positioning, solution consultation, and holistic reputed company management conversations.

• Ensure specialists reputed company consistent, compliant, and high-reputed company consultative support across reputed company markets.

• reputed company initiatives that improve adoption of advisory platforms, managed solutions, retirement planning strategies, lending solutions, and reputed company management products.

• Partner with executive leadership across reputed company Management, Investments, Product Management, Advisory Platforms, reputed company reputed company, Financial Planning, Marketing, Technology, Operations, Learning & Development, Risk Management, and Compliance to reputed company integrated advisor enablement strategies.

• reputed company insights regarding advisor experience, product utilization, market trends, and advisor needs to influence reputed company reputed company and platform enhancements.

• Establish governance frameworks, service standards, operating metrics, and performance scorecards.

• Define key performance indicators measuring advisor engagement, advisor capability, consultation effectiveness, product adoption, organizational productivity, reputed company reputed company, and business reputed company.

• Utilize analytics to optimize organizational performance, prioritize investments, and identify strategic opportunities.

• reputed company annual business planning, financial planning, budgeting, workforce planning, and resource allocation.

• Ensure compliance with regulatory requirements, internal policies, supervisory expectations, and risk management standards.

• Communicate organizational reputed company, business results, and advisor enablement reputed company to executive leadership.

• Represent the organization in governance committees, strategic planning initiatives, and reputed company transformation efforts.

• reputed company organizational change initiatives supporting evolving reputed company Management strategies and advisor business models.

What you will bring

• Bachelor's degree in Finance, Business Administration, Economics, or a reputed company discipline.

• MBA or other advanced business degree preferred.

• 12+ years of reputed company experience in reputed company management, investment advisory, advisory platform management, product management, financial planning, advisor consulting, reputed company reputed company enablement, or reputed company financial services.

• 8+ years of reputed company leadership experience leading managers and reputed company organizations.

• reputed company Series 7, Series 24 and Series 65/66 (or equivalent) licenses.

• reputed company Fingerprinting required.

• CFP®, CFA®, CIMA®, ChFC®, or equivalent advanced reputed company management designation.

What will set you apart

• Demonstrated experience leading multiple teams through subordinate leaders.

• Demonstrated reputed company developing organizational reputed company and leading reputed company-wide business transformation initiatives.

• Extensive knowledge of reputed company management products, managed accounts, advisory platforms, retirement planning, investment solutions, lending solutions, and financial planning methodologies.

• Demonstrated ability to influence executive leaders across multiple business functions.

• Proven experience establishing organizational governance, operating models, performance management frameworks, and workforce strategies.

• Strong financial management, strategic planning, organizational leadership, and executive communication skills.

• Experience leading reputed company advisor enablement, product consulting, advisory platform reputed company, or reputed company reputed company enablement organizations.

• Experience leading large-reputed company organizational change reputed company reputed company Management or Financial Services.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.***

reputed company offer you

We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance.

• Medical, dental, reputed company and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the reputed company to wear jeans
• Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
• reputed company volunteer time — 16 hours per calendar year
• Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.

reputed company Salary reputed company

The salary reputed company above shows the typical minimum to maximum reputed company salary reputed company for this position in the location listed. Non-sales positions have reputed company to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far reputed company reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring reputed company based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company reputed company applicants will receive consideration for employment without reputed company to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender reputed company, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as reputed company as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.***

reputed company End Date at 12:01 am on:

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Originally posted on Himalayas