Confidential
Senior Vice President, Financial Services
Confidential, Oklahoma City, Oklahoma, United States, 73116
Senior Vice President, Financial Services
About the Company
Dynamic insurance & financial services firm
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
and peo
About the Role The Company is seeking a Regional Senior Vice President for Financial Services to lead and oversee the strategic growth and performance of the business within a specific region. The successful candidate will be responsible for developing and executing a comprehensive business plan, driving new business, and ensuring exceptional client service delivery. This role requires a proven track record in leading and growing large sales teams in the financial services sector, with a strong focus on exceeding sales goals. The Regional SVP will also be accountable for the financial performance of the region, including P&L management, and must have a deep understanding of fiduciary best practices, industry trends, and the ability to foster a culture of innovation and continuous improvement.
Applicants for the Regional Senior Vice President position at the company should have a Bachelor's degree in a relevant field, with a Master's degree preferred, and at least 15 years' of experience in the financial services industry, including a minimum of 10 years in a senior leadership role. The role demands exceptional leadership, communication, and interpersonal skills, as well as the ability to build and maintain strong relationships at all levels. The candidate must be a subject matter expert in the financial services industry, with a focus on retirement, wealth management, and executive benefits. A valid securities license is required, and the role involves proactive collaboration with various practice leaders to ensure the region's financial growth and success. The ideal candidate will be a strategic thinker, with a proven ability to drive profitability and shareholder value, and be adept at managing a diverse team to achieve both client and business objectives. Hiring Manager Title President, OneDigital Financial Services Travel Percent 50% Functions Finance Strategy
About the Role The Company is seeking a Regional Senior Vice President for Financial Services to lead and oversee the strategic growth and performance of the business within a specific region. The successful candidate will be responsible for developing and executing a comprehensive business plan, driving new business, and ensuring exceptional client service delivery. This role requires a proven track record in leading and growing large sales teams in the financial services sector, with a strong focus on exceeding sales goals. The Regional SVP will also be accountable for the financial performance of the region, including P&L management, and must have a deep understanding of fiduciary best practices, industry trends, and the ability to foster a culture of innovation and continuous improvement.
Applicants for the Regional Senior Vice President position at the company should have a Bachelor's degree in a relevant field, with a Master's degree preferred, and at least 15 years' of experience in the financial services industry, including a minimum of 10 years in a senior leadership role. The role demands exceptional leadership, communication, and interpersonal skills, as well as the ability to build and maintain strong relationships at all levels. The candidate must be a subject matter expert in the financial services industry, with a focus on retirement, wealth management, and executive benefits. A valid securities license is required, and the role involves proactive collaboration with various practice leaders to ensure the region's financial growth and success. The ideal candidate will be a strategic thinker, with a proven ability to drive profitability and shareholder value, and be adept at managing a diverse team to achieve both client and business objectives. Hiring Manager Title President, OneDigital Financial Services Travel Percent 50% Functions Finance Strategy