Lead Financial Advisors as Regional VP

Become a Regional Vice President in Corporate Wealth, managing financial advisors dedicated to excellence in client service and investment solutions. Foster collaboration and drive results in this leadership role.

In this position, you will provide crucial support to a team of financial advisors, focusing on business planning and strategic coaching to improve client acquisition and retention. Your expertise will enhance operational efficiency and ensure compliance within advisor practices.

Key Responsibilities:

• Guide a territory of advisor practices with coaching and business support

• Drive sales growth through effective client engagement strategies

• Ensure operational alignment with policies and industry regulations

• Build and maintain strong relationships with financial advisors

• Provide insights to corporate clients on financial wellness initiatives

Requirements:

• Bachelor’s degree in business, finance, or a related field

• 10+ years in financial services, including 5+ years client-facing

• Proven history of increasing revenue and successful sales execution

• Strong analytical skills with knowledge of investment products

• Ability to manage multiple priorities and stakeholders

Elevate your career as a Regional Vice President, leading advisors to deliver impactful financial solutions.
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