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