VP of Advisor at Richardson Wealth

Position: VP of Advisor Experience at Richardson Wealth
Elevate advisor and client relationships with Richardson Wealth as the VP of Advisor Experience & Programs. This pivotal role focuses on strategic initiatives, advisor training, and program innovation.

In partnership with the SVP, you will lead the development of programs enhancing advisor and client experiences. Key responsibilities include designing development platforms, implementing change management, and collaborating with internal stakeholders. This senior position demands strong business acumen and experience in leading high-performing teams.

Key Responsibilities:

• Lead advisor development and training program design

• Establish a competency framework for performance tracking

• Partner with stakeholders to improve advisor productivity

• Own change management for advisor-facing initiatives

• Define a communication strategy for the advisor channel

Requirements:

• Proven track record with advisor teams and leadership

• Experience in delivering change management initiatives

• Ability to develop high-performing teams

• Strong influencing and stakeholder management skills

• Knowledge of investment products and regulatory requirements

Drive advisor growth and enhance client experiences with your strategic insight.
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