Regional Vice President – Advisor Relations in financial services, developing and supporting advisor networks for sustained growth. Building relationships and analyzing practices to facilitate asset retention and compliance.
Responsibilities
Build and maintain strong business relationships with advisors across the assigned territory;
Proactively manage a regional territory and conduct frequent in-branch visits;
Analyze advisors’ practices and recommend continuity and succession strategies;
Support asset retention and coordinate financing requests and client book transactions;
Promote company programs, products and tools while ensuring regulatory compliance.
Requirements
10 years of experience in financial services, insurance, or advisor relationship management
Strong relationship-building and interpersonal skills
Business acumen and understanding of advisor practices
Strong analytical thinking and decision-making abilities
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