Regional Vice President, Executive Service

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🔥 0 minutes ago

🏄 California, Colorado, +2 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🗻 New Hampshire – Remote ⛷️ Utah – 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

• Responsible for the hiring, training, performance management, coaching and development of ES staff • Responsible for onboarding and cultural integration of new ES associates • Accountable for overall business results within their territory • Overall responsibility for ensuring consistent use and implementation of technology, training, and other new initiatives/priorities • Support the ES team to drive improvements to the overall offering, products, systems, processes, policies, and procedures that can help enhance the Executive experience, Plan Sponsor experience, business growth and associate satisfaction • Accountable for ensuring compliance with regulatory requirements; perform periodic reviews and compliance audits • Manage all relationship and sales practice and Plan Sponsor escalations • Oversight for all audit related issues; institute processes to ensure compliance as required • Manage cross-company partnerships and alliances designed to acquire and drive business opportunities • Develop and maintain business partner relationships and participate in corporate leadership activities

🎯 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 and parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career