VP, Head of Property overseeing P&L and market strategy for Property insurance in Belgium & Netherlands. Leading underwriting excellence and team development within Sompo's framework.
About the role
- Vice President of Practice Management Consulting at LPL Financial collaborating with advisors and relationship managers. Focusing on strategic growth, operational excellence, and exceptional client outcomes.
Responsibilities
- Serve as a strategic consultant and coach to field leaders and independent advisors, helping translate firm priorities into actionable practice strategies.
- Facilitate leadership coaching sessions focused on business development, client experience, and growth acceleration.
- Partner with field leaders to identify advisor needs, shape engagement strategies, and scale impact across the field.
- Design and deliver practice management frameworks that connect growth strategy to operational execution—helping advisors turn strategy into measurable business outcomes.
- Develop and implement scalable programs that enhance advisor productivity, revenue generation, and client retention.
- Collaborate across internal business units (distribution, technology, marketing, and product) to align growth initiatives with firmwide objectives.
- Leverage operational insights to help advisors streamline workflows, optimize staffing, and adopt technology that supports sustainable growth.
- Translate field feedback into actionable insights that inform process improvements and strategic decisions at the enterprise level.
- Equip field leaders with coaching tools, insights, and frameworks to effectively guide advisors in building scalable, client-centric practices.
- Promote collaboration between field leaders and home office partners to create consistency and excellence in advisor engagement and outcomes.
- Ensure that practice management strategies directly enhance the advisor experience and, ultimately, the investor experience.
- Measure success using data-driven metrics, linking advisor growth, operational efficiency, and client satisfaction.
- Stay ahead of industry trends in practice management, advisor development, and leadership effectiveness.
- Leverage data analytics and digital tools to modernize coaching and learning delivery methods.
- Champion a culture of continuous improvement, innovation, and field empowerment.
Requirements
- 10–15 years of experience in wealth management, practice management consulting, or advisor development leadership
- Bachelor’s degree
- Series 7 and 66
- Deep understanding of independent advisor business models, field engagement, and growth strategy
- Proven success coaching both field leaders and advisors to drive measurable business transformation
- Extensive knowledge of the client segment, organization, product, industry, and end customer (including financial institutions)
- Strong command of operational frameworks, business planning, and client experience design
- Exceptional consultative, communication, and influencing skills; comfortable engaging with senior executives and top-producing advisors
- Strategic thinker with the ability to translate vision into practical, scalable solutions
- Ability to travel up to 25% of the time
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
VP, Head of Distribution developing and expanding client and broker relationships for Sompo in Belgium & Netherlands. Collaborating with senior management to drive profitable growth and market strategies.
VP, Consulting at Wood Mackenzie guiding decisions of energy producers and financial institutions. Seeking candidates with consulting, supply chain, and energy experience.
Assistant Vice President in Fund Services overseeing administration for hedge fund clients at Citco. Responsibilities include financial reporting, team management, and client relationship building.
Adoption Lead driving enterprise use of Microsoft 365 Copilot and Power Platform at a leading financial institution. Focused on user training, community building, and maximizing productivity tool ROI.
M365 Adoption Specialist supporting Microsoft 365 user adoption through training and content creation. Responsible for executing adoption strategy and ensuring user engagement across the enterprise.
MBS Allocations role at Mizuho handling Agency MBS TBA trades and lifecycle processing. Collaborating with Trading, Operations, and Risk to ensure adherence to internal policies and market deadlines.
Option Strategist at SpiderRock Advisors developing option strategies and cultivating relationships within the wealth management sector. Required expertise in asset management and retail wealth channels.
Workday Specialist VP at Barclays leading technology development for HR. Collaborating with HR Journey Owners and ensuring high - quality software solutions for business needs.
Controls Partner, AVP assessing internal control frameworks and collaborating with business partners at Barclays. Leading control assessments and ensuring compliance with standards and procedures.