Hybrid VP, Corporate RIA Channel Strategy

Posted 2 days ago

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About the role

  • Assist in creating and evaluating strategic initiatives for our independent advisor affiliation models.
  • Help define and evolve the value proposition on our corporate RIA for advisors and independent wealth management firms, considering their unique needs and market trends.
  • Leverage market data to assist with competitive assessments, identify market opportunities, and inform strategic recommendations.
  • Conduct market analysis to monitor industry trends, developments, and competitive moves to inform strategy.
  • Draw actionable business insights from large, disparate data-sets.
  • Work closely with cross-functional teams to support the execution of tactical plans that enhance the advisory experience.
  • Support the integration of technology and business solutions that improve advisor efficiency and service capabilities.
  • Coordinate efforts across multiple business units and departments to ensure alignment and progress on strategic projects.
  • Synthesize advisor feedback and business intelligence into insights and recommendations to improve the advisor experience.
  • Create briefing materials for key internal and external meetings, summarizing analysis for senior leadership.
  • Support efforts to increase advisor satisfaction and retention by identifying and addressing key pain points.
  • Provide strategic expertise and operational support to expand multi-custody capabilities.
  • Manage multiple project requests, ensuring tasks are prioritized and delivered in a timely manner.

Requirements

  • Bachelor’s degree
  • 5+ years of experience in financial services, with knowledge of wealth management or advisory platforms
  • Familiarity with various advisory business models (e.g., independent, hybrid, institutional)
  • Experience in corporate strategy, product management, or strategic program management
  • Strong communication, presentation, and analytical skills, with the ability to summarize complex information
  • Ability to work both independently and collaboratively in a fast-paced, dynamic environment.

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
  • competitive total rewards package

Job title

VP, Corporate RIA Channel Strategy

Job type

Experience level

Lead

Salary

$141,188 - $235,313 per year

Degree requirement

Bachelor's Degree

Location requirements

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