Regional Vice President, Executive Service

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🔥 0 minutes ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $96k - $210k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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skillventory - A Leading Talent Research Firm

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

Skillventory is a leading name among top recruitment consultants having clients PAN India. Started in 2008, we feel delighted to state that we helped in shaping the careers of more than 20000 job seekers. We are a full spectrum Manpower Consultancy Firm, fulfilling manpower requirements of businesses by offering the wide range of services from Executive Search, Recruitment, Specialists-on-Contract, HR Automation, Consulting, Outsourcing, and Training. We are easily accessible, reachable and serving clients across India effectively and efficiently, as we are located in 6 major locations of the country, with Workstations in Indore , Mumbai , Ahmedabad ,Bangalore , New Delhi and Pune

📋 Description

• functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs) • responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth • work closely with their team to address a broad set of plan sponsor and Executive needs • ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge • ensure compliance with investment industry policies, procedures and processes related to regulatory, compliance, and audit requirements • report to and work collaboratively with the Regional Head within the Fidelity Workplace Wealth Planning Group

🎯 Requirements

• Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Advisor) licenses required • Bachelor's degree and advanced degree preferred • CFP, CFA or equivalent recommended • Deep knowledge in institutional sales & relationship management, wealth planning and benefits guidance preferred • A minimum of 10+ years of relevant financial services experience required and proven track record in sales management • Relevant HNW client experience in dealing with complex wealth management issues • Proven track record of building and maintaining high-performing teams

🏖️ Benefits

• comprehensive health care coverage and emotional well-being support • market-leading retirement • generous paid time off • parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career