Senior Vice President of Financial Services

Senior Vice President of Financial Services About the Company Join a dynamic and innovative insurance and financial services firm that is committed to excellence. Industry Business Consulting and Services Type Privately Held Founded 2000 Employees 1001-5000 Specialties Employee Benefits Health and Ancillary Benefits Acquisitions Dental / Vision Consulting Global Benefits Wellbeing Pharmacy Consulting Retirement Planning Wealth Management Human Resources Consulting Property and Casualty Health Insurance Risk Management Financial Services PEO About the Role We are looking for an outstanding Senior Vice President to lead the financial services division and drive strategic growth within the organization. This key leadership role is pivotal in shaping our business strategy, propelling new business initiatives, and ensuring the delivery of exceptional client service. The ideal candidate will have a robust track record of successfully leading sales teams in the financial services sector and a history of consistently exceeding sales targets. Your responsibilities will include managing the financial performance of the region, including P&L oversight, while implementing fiduciary best practices and staying ahead of industry trends. You will foster a culture of innovation and continuous improvement within your team. We invite candidates with a Bachelor's degree in a relevant field (Master's preferred) and at least 15 years of experience in financial services, including a minimum of 10 years in a senior leadership role, to apply. Exceptional leadership, communication, and interpersonal skills are vital for building strong relationships at all organizational levels. A comprehensive understanding of retirement, wealth management, and executive benefits is crucial for this role. A valid securities license is required. This position involves proactive collaboration with practice leaders to ensure the region's growth and success. We seek a strategic thinker with proven capabilities in driving profitability and shareholder value, and experience in managing diverse teams toward client and business objectives. Hiring Manager Title President, OneDigital Financial Services Travel Percent 50% Functions Finance