Lead a dynamic team as the Regional Vice President of Corporate Wealth. Oversee financial planning and investment solutions while fostering a culture of excellence and collaboration.
In this role, you will manage a team of advisors dedicated to delivering outstanding financial services to corporate clients. With a focus on coaching and strategic business planning, you will enhance client retention and drive sales growth. Your leadership will ensure compliance and operational efficiency across advisor practices.
Key Responsibilities:
• Oversee advisor practices, offering coaching and strategic support
• Drive revenue growth through client engagement and pipeline management
• Ensure advisor practices align with policies and implement best practices
• Build strong relationships and motivate advisors to excel
• Conduct business reviews with corporate clients to enhance financial wellness
Requirements:
• Bachelor’s degree in business or finance; MBA preferred
•...