Principal and Senior Vice President, Financial Services

The Principal and Senior Vice President, Financial Services oversees all aspects of the Wealth Management and Retirement Plan business for a specific branch office, driving strategic growth and cultivating a high-performing team.

Requirements

• Proven track record leading and growing advisory teams within wealth management and retirement plan consulting.
• Demonstrated success developing and executing business strategies in a financial services environment.
• Exceptional leadership, coaching, and communication skills.
• Strong business acumen with a focus on growth, profitability, and operational discipline.
• Proven ability to exceed sales and growth objectives.
• Demonstrated discipline in sales pipeline management and CRM usage (Salesforce preferred).
• Ability to work independently, manage competing priorities, and adapt to change.
• Continual learner mindset with the ability to interpret regulatory and market changes for clients.
• Ability to maintain confidentiality of sensitive client and financial information.
• Regular and predictable attendance required.
• Business travel up to 25%.

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses
• Employee perks and discounts