Job Description & How to Apply Below
Responsibilities
:Educate and influence internal partners on the need to consider changes or exceptions to policies where appropriate.
Assess candidate fit, business potential, and readiness; identify barriers and determine appropriate approaches to advance opportunities. Lead consultative discussions that position IG’s value proposition, address complex objections, and secure candidate commitment.
Assess and mitigate risks, escalate material issues with clear recommendations, and manage scope changes and approvals. Prepare and finalize EAO Committee Review materials and recommendations for SVP review and onboarding approval. Maintain EAO governance, documentation, and checklist discipline to ensure consistent execution and alignment between Business Development and Advisor Onboarding.
Required Qualifications:
Position Requirements
10+ Years
work experience
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