Vice President managing enterprise nursing workforce and patient placement capacity centers at Advocate Health. Driving strategic vision, operational efficiencies, and quality initiatives with a focus on nursing excellence.
About the role
- VP, Relationship Management driving strategy and execution within financial professionals. Building partnerships and engagement to enhance retention, satisfaction, and growth.
Responsibilities
- Develop and maintain meaningful relationships with financial professionals throughout their lifecycle, having a regular service model or visits, meetings, and calls.
- Identify and proactively engage in growth opportunities for assigned financial professionals, including goal setting and actionable plans.
- Conduct thoughtful discovery and continuous rediscovery of each business and its owner.
- Assess and communicate the health of financial professionals’ businesses across key areas using business intelligence tools.
- Help financial professionals set realistic, attainable business goals and create strategies for successful execution.
- Drive same-store sales, revenue growth, net new assets, and maintain low attrition through engagement and consultative initiatives.
- Support financial professionals through change management initiatives, including technology adoption, product updates, business processes, and regulatory changes.
- Promote and drive adoption of resources, tools, and services aligned to each professional’s needs and readiness.
- Deliver information—both positive and challenging—with empathy and actionable solutions.
- Connect financial professionals to subject matter experts for holistic financial planning and wealth management support.
- Assist with issue identification and resolution, acting as an advocate and communicating feedback to the appropriate areas.
- Collaborate across relationship teams to foster community and connections among like-minded businesses.
- Perform other duties as assigned.
Requirements
- Minimum 12 years of experience in wealth management, with familiarity across multiple firm functions.
- At least 5 years of proven success building relationships and delivering measurable impact with financial professionals.
- Strong communication skills—presentation, written, and verbal.
- Prior experience managing teams successfully.
- Knowledge of evolving technologies in customer operations, tools, and platforms.
- Demonstrated ability to manage change within independent financial professional businesses.
- Proven track record of driving positive outcomes in financial professional practices.
- Preferred Requirements: FINRA Licenses: Series 6/7 and (63 and 65) or 66, Series 24.
Benefits
- health, vision, dental insurance
- 401k
- vacation and sick time
- volunteer days and much more
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Vice President managing project pursuits and strategic accounts for large global projects. Leading teams to drive differentiated value in complex, multimillion - dollar opportunities across Asia Pacific.
Assistant Vice President responsible for safeguarding financial stability by managing liquidity risk at the bank. Oversee comprehensive risk frameworks, team collaboration and policy development.
Assistant Vice President managing operational efficiency initiatives and implementing changes at Barclays. Overseeing payments, regulatory reporting, and service process improvements in Corporate Banking.
Overseeing EMEA FX & EM Product Control team at Nomura, focusing on reporting and analysis of trading activities. Requires strong product control experience and knowledge of derivatives.
Head of Digital Algorithms developing and overseeing algorithmic solutions for digital trading capabilities at Arch. Collaborating with stakeholders and leading a team of data scientists.
AVP, Recovery Strategy Development at Synchrony owning DSC accounts strategy and driving performance across multiple channels. Leveraging analytics and partnering with teams to achieve results.
AVP, Analytics role leading an analytics team to provide strategic insights and develop capabilities to drive deposits growth at Synchrony. Collaborating with the US Analytics team for actionable insights around customer relationships and marketing investments.
Lifecycle & Loyalty Marketing Lead managing cardholder engagement for Ashley Furniture. Defining customer journey and executing lifecycle initiatives for improved portfolio growth.
Vice President of Prefabrication responsible for driving Manufacturing and Supply Chain strategies at FSG. Overseeing operations, performance metrics, and team management in San Antonio, Texas.