Corporate Vice President, Strategic Marketing Consultant

About the Role

Key Responsibilities

• Provide coaching and consulting to agents/advisors on business development, client relationship management, and practice efficiency.
• Identify opportunities to optimize workflow, improve client engagement, and enhance overall productivity within the advisory practice.
• Offer guidance on developing and executing business plans and marketing strategies tailored to the producer's goals.
• Identify opportunities to help advisors navigate team structures, fostering productive partnerships that maximize client service and business growth.
• Identify opportunities to optimize marketing workflows, enhance client engagement, and elevate productivity through innovative marketing solutions.
• Help agents/advisors develop and execute business and marketing plans for client acquisition, retention, and brand positioning.
• Offer insights on leveraging digital marketing strategies, such as social media, email campaigns, and content marketing.
• Develop and deliver training programs to agents/advisors and support staff on practice management, technology, and operational best practices.
• Foster a culture of continuous improvement by informing stakeholders about new tools, technologies, and strategies.
• Provide ongoing support to ensure effective use of systems and tools.
• Contribute to strategic initiatives aligning internal resources and business objectives for sustainable growth.
• Collaborate with internal departments (marketing, technology, compliance, operations) to ensure advisors are equipped with necessary resources.
• Coordinate efforts between advisors and senior leadership to enhance service delivery and drive business outcomes.

Requirements

• Bachelor's degree in Business, Finance, Marketing, or a related field.
• 7+ years of experience in financial services, wealth management, or practice management.
• Proven experience advising and managing advisor teams, including role delineation, collaboration, and conflict resolution.
• Strong communication and interpersonal skills to effectively advise and engage with agents/advisors.
• Exceptional problem-solving skills, attention to detail, and adaptability to changing business needs.
• Experience with financial advisor coaching, business consulting, or strategic planning (preferred).
• Industry experience (preferred).
• Must be FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Nice to Have

• Experience with financial advisor coaching, business consulting, or strategic planning.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field.
• 7+ years of relevant experience in financial services or practice management.
• FINRA licensing or related pre-hire fingerprinting required.

Benefits & Perks

• Full package of benefits including leave programs, adoption assistance, and student loan repayment programs.
• Opportunity to participate in incentive programs and discretionary bonuses.
• Work environment that supports work-life balance and professional growth.