Confidential
Vice President of Wealth Management
About the Company
Join a profitable financial services marketing organization that excels in innovation and client service.
Industry
Financial Services
Type
Privately Held, VC-backed
Founded
2005
Employees
501-1000
Categories
Consulting
Financial Services
Marketing
Specialties
Marketing planning
Sales techniques
Fixed indexed annuities
Creative services
Insurance
Lead generation
Case design
Business processing
Product knowledge
Life insurance
Operational support
Coaching
About the Role
The Company is looking for a dedicated Vice President for its Wealth Management division, a pivotal leadership role aimed at driving strategic innovations in independent financial advising. In this role, you will define and execute long-term strategies that position the organization as a leader in a rapidly evolving market. Collaborating closely with senior leadership, you will align the division's vision with broader organizational goals and drive innovation and growth across sales, technology, product development, and advisor services.
As a key representative of the division, you will engage at major events, cultivating relationships that enhance our value to advisors. The ideal candidate should possess at least 10 years of executive leadership experience in the investment advisory sector, with a solid grasp of FinTech trends, SEC regulations, and the independent advisor landscape. You will need exceptional leadership, team-building, and communication skills to inspire and unify diverse teams.
A strategic thinker with a proven record of setting and executing a strategic vision, you will guide decision-making processes, improve advisor and client experiences, and navigate the organization through industry changes. Experience in scaling an RIA platform or wealth management business is highly advantageous. A Bachelor's degree in a related field, advanced degree, or industry certifications such as CFP or CFA are desirable.
Hiring Manager Title
Founder
Travel Percentage
Less than 10%
Functions
CEO/President
Finance
Operations
Strategy