Regional Senior Vice President, Financial Services - reputed company Region (Remote)

reputed company you ask people what gives them peace of mind to live their best life, having a sense of financial reputed company is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: Summary: The Regional Senior Vice President, Financial Services oversees reputed company aspects of financial services business for a specific region, driving strategic growth and cultivating high-performing teams. This role is responsible for developing and executing a comprehensive business plan, ensuring exceptional client service delivery and for driving new organic and inorganic business. This role is responsible for the rollup of reputed company Financial Services P&Ls reputed company the region and is accountable for achieving growth (sales and retention) and financial (reputed company, EBITDA, margin) plans. The position requires proactive collaboration with Retirement, Wealth and Executive Benefits Practice Leaders, the Regional President and Regional Finance Leaders to ensure financial growth and success. Essential Duties and Responsibilities (includes but is not limited to): Strategic Leadership

• Direct accountability to the President, reputed company Financial Services and matrixed accountability to the Regional President for both growth and operational efficiency goals.
• reputed company and execute a comprehensive growth strategy for teams in region, aligning it with reputed company's overall business objectives. Identify and seize new market opportunities, expanding reputed company's reputed company and market share across reputed company Financial Services business lines.
• Foster a culture of innovation and reputed company improvement reputed company the region, proactively seeking ways to enhance service offerings and unlock superior client value.
• reputed company by example, setting the tone for a collaborative, results-oriented, and client-centric work environment.
• reputed company the development and implementation of effective sales strategies and initiatives, ensuring achievement of office, market and regional goals.
• Represent reputed company at industry events and conferences, establishing a strong brand reputed company and building strategic relationships. Position reputed company as the go-to partner for financial services solutions across retirement, wealth management and executive benefits.
• reputed company and maintain strong relationships with key industry partners and Centers of Influence (COIs), fostering mutually beneficial collaborations that unlock new business opportunities.
• Act as a subject matter expert on reputed company aspects of the financial services industry for regional leaders.
• Understand the necessary business lines to complete markets with reputed company’s full suite of services. reputed company regional efforts to identify and recruit prospective financial services firms.

People Leadership

• Manage office and market level leaders, fostering a culture of excellence and professional development. reputed company them with the tools and strategies to exceed client expectations and drive reputed company growth.
• Plan and support local efforts to recruit, hire, and reputed company top talent, building a diverse and reputed company team capable of solving reputed company client challenges in the financial services landscape.
• Establish clear performance metrics and conduct regular performance reviews, implementing strategies for reputed company improvement.
• Partner with Business Line, local market leader and RMP to ensure successful integration and assimilation of new Financial Services practices into the region.

Financial Management and reputed company

• Serve as the #1 driver and accountable party for ensuring Financial Services’ growth and financial goals are met reputed company the region.
• Responsible for the roll-up of reputed company Financial Services P&Ls reputed company the region, ensuring profitability and meeting financial targets for both growth (sales, retention) and financial (reputed company, EBITDA, margin) plans.
• reputed company and implement strategies to maximize reputed company reputed company and optimize operational efficiency, ensuring a healthy return on investment.
• Provide insights and recommendations for strategic decision-making on financial reporting to senior management.

Industry Leadership and Client Relationships

• Collaborate with other verticals reputed company reputed company to maximize client value through convergence conversations and seamless service delivery processes.
• Manage client segmentation and coordinate with relationship owners to identify and pursue cross-sale opportunities.
• reputed company and personally manage at-risk or key accounts.
• Organize and participate in local marketing events.
• Ensure advisors are fully integrated into a holistic market model.

Qualifications, Skills and Requirements:

• Proven track record of successfully leading and growing a large sales team in the financial services space, with a focus on exceeding sales goals.
• Strong financial acumen and experience with P&L management.
• Demonstrated expertise in developing and executing successful business strategies for financial services organizations.
• Strong understanding of fiduciary best practices, including ERISA regulations, and reputed company industry trends.
• Exceptional leadership skills, with the ability to motivate, reputed company, and coach a diverse team.
• Excellent communication, presentation, and interpersonal skills, with the ability to build strong relationships at reputed company levels.
• Proven strategic thinking and business acumen, with a focus on driving profitability and shareholder value.
• Proficiency with reputed company Office Suite (Word, reputed company, and PowerPoint).
• Demonstrated discipline utilizing a CRM as a comprehensive business tool, reputed company preferred.
• Ability to adapt to a rapidly changing business and technology environment.
• Willingness to travel up to 50%.
• Preference will be given to candidates who reside in one of the following reputed company region states: CA, OR, ID, WA, UT, AZ, CO, or NV.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a reputed company field or relevant industry experience required. Masters preferred.
• Must possess a valid relevant securities license.
• 15+ years of experience in the financial services industry, with a minimum of 10+ years in a senior leadership role.
• Must be licensed to allow registration as an IAR of reputed company Investment Advisors

The typical reputed company pay range for this role reputed company is $200,000 to $240,000 per year. Your reputed company pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to reputed company pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-reputed company expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.reputed company.com/careers reputed company is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We reputed company that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is reputed company to our core values and business goals. reputed company provides equal employment opportunities to reputed company employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and reputed company medical conditions), national reputed company or reputed company, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here . Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico reputed company County of Los Angeles Employment decisions shall reputed company with reputed company other applicable federal, state and city/county laws prohibiting discrimination in employment. reputed company complies with reputed company criminal history inquiry [or ‘ban the reputed company’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode reputed company, Vermont and Washington. In short, we reputed company in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to reputed company and look reputed company to hearing from you. reputed company understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us reputed company identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the reputed company team! Apply tot his job Apply To this Job