Vice President, Advisor Engagement Business Development

Vice President Opportunity in Financial Services

Vice President, Advisor Engagement Business Development

Location : Multiple Locations

Schedule : Hybrid, minimum of 4 days in the office

Role Type : Full-time or Part-time

Salary : $115,000 - $130,000 per year + annual bonus

Summary : The Vice President of Advisor Engagement Business Development will serve as a strategic partner to the EVP of Advisor Engagement, driving key initiatives that enhance advisor segmentation, technology adoption, and business development capabilities across the Advisor Engagement team. This role will act as a liaison with the Chief of Data and other cross-functional leaders to ensure alignment on segmentation strategy, Salesforce optimization, and the evolution of My Business Builder.

Education Requirements : Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities :

Serve as the right hand to the EVP of Advisor Engagement, translating strategic vision into actionable initiatives.

Lead cross-functional projects that elevate advisor engagement and business development outcomes.

Collaborate with the Chief of Data to refine and evolve the advisor segmentation model.

Maintain and actively update segmentation frameworks to reflect business priorities and advisor needs.

Partner with Salesforce and My Business Builder teams to optimize tools for advisor engagement.

Drive adoption of technology platforms by training Relationship Leaders and other team members on usage, insights, and integration into daily workflows.

Develop and deliver training programs focused on leveraging data, segmentation, and technology to mine advisor books of business.

Equip the Advisor Engagement team with resources and best practices to enhance consulting effectiveness.

Act as a connector between Advisor Engagement, Data, Technology, and Distribution teams to ensure seamless execution of strategic initiatives.

Basic Requirements :

• 10+ years of experience in financial services, business development, or advisor engagement.
• Proven track record of leading strategic initiatives and cross-functional collaboration.
• Strong understanding of advisor segmentation, data analytics, and CRM platforms (Salesforce preferred).
• Excellent communication, presentation, and training skills.
• Ability to think strategically and execute tactically in a fast-paced environment.

Preferred Requirements :