SVP, Business Partner

Company: Advisor Group
Location: Saint Petersburg
Posted on: May 26, 2023

Job Description:

Advisor Group CareersBe a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.Business Development Opportunity in Financial Services SVP, Business PartnerLocation(s): Qualified candidates in all locations and seeking 100% work from home encouraged to apply. 25-40% Travel May Be Required Summary: This SVposition will drive the strategy and positive advisor experiences that create value and satisfaction, retention, and growth. Building on voice of the customer feedback, the SVP Business Partner understands the complexities and needs of financial professionals' business models and serves as the firm's primary contact and liaison for strategic decisions and initiatives. The role is charged with bringing solutions through one-on-one engagement and one-to-many engagement models; recommending priorities and initiatives to improve the advisors experience.Why Advisor Group?

• Competitive salary and annual bonus paid based on performance
• Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
• Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
• 401(k) match from day one of employment
• Referral bonuses if we hire your referred applicants to our open positions
• An enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day to day work
• Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring eventsResponsibilities:
  • Develop and maintain relationships with high financial professionals
  • Lead relationship team with engagement model framework and manage to desired outcomes. Provide coaching and development consistently.
  • Drive positive advisor experiences that create value and satisfaction, retention and growth, building on voice of the customer feedback, qualitative and quantitative data.
  • Gather, synthesize, and report on advisor feedback to Executive team and provide recommendations on business and/or communications enhancements.
  • Assess gaps and drive utilization of business services and solutions offered by the wide array of internal and strategic partners through collaboration with the relationship management teams
  • Stay current and active on industry trends, marketplace, and client insights and innovations.
  • Support one-on-one engagement and one-to-many engagement models where appropriate.
  • Partner with and support financial professionals through change management initiatives including planning, communicating, and supporting the office through the change.
  • Help financial professionals set realistic, obtainable business goals and devise strategies to help them successfully execute against the goals.
  • Increase sales, revenue, net new assets, and maintain low attrition through a variety of engagement and consultative initiatives.
  • Proactively engage in business development opportunities for financial professionals in segment, including goal creation and actionable plans to achieve desired results.
  • Promote and provide a connection to appropriate SMEs to support holistic Financial Planning and Wealth Management concepts and platforms.
  • Assist with issue identification and direct resolution to the right area(s). Acts as an advocate in helping financial professionals resolve issues and roadblocks and communicates feedback to the appropriate area.
  • Work in partnership across all relationships teams to lead community and connections of like minded businesses
  • All other duties as assigned.Education Requirements:
    • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
    • MBA, CFP, CFA, or CPA preferredBasic Requirements:
      • Minimum 12 years of experience in wealth management including familiarity with multiple functions within a firm
      • Minimum 10 years of demonstrated results building relationships and delivering impact with Financial Professionals
      • Minimum 5 years managing a wealth management relationship team
      • Strong communication skills including presentation, written and verbal
      • Prior successful experience managing teams
      • Experience with evolving technologies of customer operations, tools and platforms
      • Demonstrated ability to effect and manage change within an independent financial professional's business.
      • Proven history of results in engaging with financial professional practices and driving positive and productive outcomes.Preferred Requirements:
        • FINRA License(s): Series 6 / Series 7 and Series 66 (or Series 63 and 65), Series 24 preferred
        • Experience in Wealth Management, FinTech spaceCurrent Employees and Contractors Apply Here

Keywords: Advisor Group, St. Petersburg , SVP, Business Partner, Other , Saint Petersburg, Florida