VP, Relationship Management

This is a fully remote position, open to applicants in Connecticut, +1 more state.

📋 Description

• Supervise all elements of a designated territory for Financial Professionals

• Cultivate relationships, strategic initiatives, objectives, activities, and the provision of essential resources

• Provide or coordinate Training, Marketing, Wealth Solutions Services, Insurance assistance, and Service support

• Propel sales and revenue growth alongside Financial Professionals and Teams

• Liaise with Osaic Institutions departments to obtain necessary support

• Organize territory meetings for education, networking, and idea sharing

• Assist in the onboarding process of Advisors regarding Licensing and Registration

• Drive the recruitment of new Franchise Advisors

• Aid in retention efforts and succession planning, as well as book acquisitions

• Identify opportunities for territory growth and formulate strategies and tactics

• Annually focus on advisors with the most significant growth potential by setting and achieving goals

• Establish regular communication with all Financial Professionals within the territory

• Collaborate with Compliance on Sales Supervision activities

• Work together with the Internal Support Position on territory-related matters

• Submit required management reports punctually

⛳️ Requirements

• Capability to collaborate with Financial Professionals and Teams to enhance sales and revenue

• Ability to engage with Osaic Institutions departments and coordinate support efforts

• Skill in facilitating territory meetings and educational/networking events

• Proficiency in working with Licensing and Registration for advisor onboarding

• Expertise in leading recruitment for new Franchise Advisors

• Talent for recognizing and cultivating territory growth opportunities

• Competence in setting objectives and implementing growth plans for advisors

• Ability to establish consistent communication channels for Financial Professionals

• Experience in collaborating with Compliance on Sales Supervision activities

• Aptitude for delivering necessary management reports promptly

• Location: CT/Remote

🏝️ Benefits

• Health insurance

• Vision insurance

• Dental insurance

• 401k

• Paid time away

• Volunteer days