• Creating and maintaining a positive culture that values high performance, collaboration, transparency and talent development; assessment and performance management. • Developing and executing business plan initiatives in the furtherance of the Program’s strategic priorities. • Leading a strategic agenda across the team will include, among other things, improved adoption rates for Financial Planning, Advisory and Insurance business. • Likewise, AUM & headcount growth. • Ensure team practices world-class financial stewardship and adherence to the highest levels of client-centricity. • Ongoing examination of team trends to develop insights and expedient tactics to drive solutions to best support advisors, clients and the Program. • Collaborative engagement with critical internal/external stakeholders to ensure alignment of goals and priorities. • Manage attrition risk by proactively helping team members evolve and grow as practitioners. • Likewise, partnering with internal stakeholders to resolve high profile and complex situations. • Institute and maintain rigorous coaching and development routines to evolve the technical skill-set and consulting acumen of this team. • Ongoing and consistent training to achieve practice management and operational excellence. • Build and condition skillset, as well as hearts and minds, to drive impactful and holistic financial planning interactions with clients. • Establish process and protocols that will enable timely inspection and evaluation of activities and regulatory adherence for the team. • Live into routines that drive high levels of accountability to ensure consistency in performance and a world class client experience. • Agility to leverage the vast resources of LPL, in support of program objectives as well as in pursuit of timely problem resolution. • Instill a philosophy and mindset of continuous improvement in daily interactions with the Team and retail partners. • Build and deliver consistent communications that are supported by data sets aligned to core priorities. • Ensure that a contemporary wealth management proposition is delivered to our valued clients each and every day.