Vice President, Growth Manager
$142,552–$237,518 year
On-siteBoston, Massachusetts, United States or New York, United States
Job Summary
Drive advisor growth by deploying sales strategies, designing enablement initiatives, and tracking KPIs to optimize sales processes. Serve as a trusted advisor providing quantitative and qualitative analysis to demonstrate business impact while partnering cross-functionally to align on broader goals. Act as a liaison between advisors, Field Management, and home office partners to ensure resource delivery and clear communication across programs. Build momentum for key growth initiatives by developing stakeholder trust and gathering advisor insights to inform capability expansion. Support the advisor community through conferences, forums, and digital engagement, including conference strategy and execution for Recognition Council trips.
Required Qualifications
- 5+ years of financial services experience and business management expertise
- 5+ years experience in the independent advisor space
- 5+ years of project management experience
- Ability to travel up to 30%
- A strategic thinker who can assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus
- Exceptional communication and presentation skills, including experience presenting complex data to achieve organizational buy-in
- Strong interpersonal skills, with the ability to build trust and respect while at the same time being able to maintain the integrity of the model
- Ability to manage multiple complex projects simultaneously using effective delegation and project management systems
- Entrepreneurial attitude with the tenacity to influence
- Self-starter; willingness to take the initiative with a strong sense of urgency and accountability
- Curiosity to innovative and desire for continuous improvement
Desired Qualifications
- Bachelor's degree
- Series 7
- 66
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