VP Advisor, Channel Relationships & Strategy
Location
United States
Posted
3 days ago
Salary
$166.9K - $242.1K / year
Job Description
Job Requirements
- Bachelor’s degree or equivalent experience; advanced degree preferred
- 12–15+ years of experience in retirement services, advisor distribution, financial services, or related field
- FINRA Series 6 and 63 within established corporate guidelines and ability to meet fingerprinting requirements
- Experience defining and executing enterprise advisor channel strategies and guiding senior leaders
- Knowledge of defined contribution plans, advisor distribution models, and investment platforms
- Experience overseeing advisor programs, service models, and data or systems governance frameworks
- Ability to balance enterprise strategy, operational execution, and governance responsibilities
- Willingness to travel approximately 30–40% to support advisor relationships and industry events
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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