Advisor Programs VP

Position: Advisor Experience Programs VP Role
Shape the future of advisor-client engagement with Richardson Wealth as the VP of Advisor Experience & Programs. This leadership position will strategize and implement key initiatives elevating the advisor experience.

You'll work closely with the SVP in driving impactful programs that enhance client outcomes and advisor productivity. Your focus will be on designing effective training programs, optimizing communication strategies, and overseeing change initiatives, ensuring the seamless execution of advisor-centric projects.

Key Responsibilities:

• Drive advisor training and development program strategies

• Implement frameworks to track program impact and effectiveness

• Collaborate with internal departments for cohesive support

• Manage change processes for advisor initiatives

• Lead cross-functional planning for corporate events

Requirements:

• Direct experience working with advisor teams and distribution leaders

• Proven success in change management for advisor programs

• Ability to build and lead effective teams

• Strong stakeholder management and collaboration skills

• In-depth knowledge of investment practices and regulations

Apply your expertise to enhance advisor satisfaction and drive engagement.
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