VP Relationship Management
Job Summary
To drive strategic initiatives and support Financial Professionals, the full-time VP Relationship Management will oversee a designated territory, managing relationships, facilitating training, and ensuring the delivery of key resources while working remotely.
Key responsibilities
- Work directly with Financial Professionals to drive sales and revenue, facilitating educational and networking opportunities
- Lead the recruiting process for new Franchise Advisors and develop strategies for growth opportunities in the territory
- Create consistent communication processes for all Financial Professionals and deliver required management reports timely
Required qualifications
- Proven experience in relationship management within the financial services industry
- Strong background in sales, marketing, and business development
- Experience in recruiting and onboarding financial advisors
- Knowledge of compliance and sales supervision activities
- Ability to analyze market trends and develop strategic initiatives
Complete Job Description
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