VP, Relationship Management

Oversee all aspects of a Financial Professionals territory, including relationships, strategic initiatives, and the delivery of training, marketing, wealth solutions, insurance, and service support. Drive sales and revenues by working directly with Financial Professionals and teams, while facilitating meetings for education, networking, and idea exchange. Manage the onboarding of Advisors through Licensing and Registration, lead recruiting for new Franchise Advisors, and negotiate retention and succession arrangements. Identify key growth opportunities within the territory, set goals for high-potential advisors, and ensure compliance with sales supervision activities. Deliver required management reports and collaborate with internal support positions to maintain consistent communication across the territory.