Director of Packaging & Innovation at Twelve, developing innovative packaging for Target products. Overseeing creative execution, client presentations, and strategic product construction.
About the role
- Regional Director managing advisor relationships for Voya Financial. Providing strategic input and fostering advisor success through support and collaboration across internal teams.
Responsibilities
- Conduct regularly scheduled meetings and coaching sessions to evaluate advisor business performance and identify opportunities for growth.
- Assist advisors in navigating business challenges, practice management decisions, and succession planning.
- Represent the firm’s leadership team to advisors, ensuring that expectations are met and outcomes align with firm priorities.
- Provide strategic input and feedback to advisors, helping them refine business models, client engagement strategies, and operational processes.
- Serve as a trusted connector between advisors and the Broker-Dealer, ensuring advisors are aware of and able to leverage available resources.
- Identify and align appropriate firm specialists, internal teams, and subject matter experts to address advisor needs.
- Facilitate collaboration across compliance, marketing, technology, and operations to deliver comprehensive solutions.
- Act as an internal advocate for advisors, ensuring their perspectives are considered in firm-wide initiatives and decision-making.
- Foster stronger advisor connectivity to the firm through regional events, study groups, and peer-to-peer learning opportunities.
- Build and reinforce advisor loyalty by demonstrating consistency, transparency, and accountability in all interactions.
- Serve as a strategist for advisors, offering insights on market trends, business growth opportunities, and evolving client needs.
- Develop and implement proactive strategies to attract resource usage while increasing satisfaction and productivity.
- Continuously measure advisor satisfaction and adapt engagement strategies to maintain high levels of trust and advocacy.
Requirements
- Bachelor’s degree; advanced degree or certifications (CFP, CIMA, etc.) a plus.
- 5+ years of progressive experience in financial services, advisor relationship management, or practice consulting roles.
- Proven ability to manage complex advisor relationships and deliver measurable growth and AUM retention outcomes.
- Strong consultative and analytical skills with the ability to diagnose business challenges and recommend solutions.
- Exceptional communication and presentation skills; able to influence and build trust with advisors and business owners.
- Proficiency in CRM platforms, data analytics tools, and Microsoft Office applications.
- Strategic thinker with demonstrated ability to balance firm objectives with advisor needs in a collaborative framework.
- High integrity, authenticity, and client-centric mindset with a passion for driving advisor success.
- Finra Series 7, 66 or 63 & 65.
- Agile and partnership driven mindset is required.
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Professional Services Director managing client integration projects and ensuring satisfaction at Estreem. Leading a department with a focus on SaaS solutions and strategic alignment.
Sr. Director, Hotels & Resorts defining and evolving Virtuoso’s global hotel portfolio strategy. Leading strategic partnerships and ensuring high - quality, differentiated network of partners.
Strategic leader for multiple accounts at Syneos Health. Focused on profitable growth, operational excellence, and exceptional customer satisfaction.
Director of Development at The Nature Conservancy, spearheading fundraising efforts across Montana's landscapes. Building relationships and managing donor strategies for conserving nature.
Senior Director of Brand responsible for developing and executing brand strategies at National Geographic Society. Overseeing brand identity and collaboration with partners while maintaining brand integrity.
Executive Director leading Cal Voices, a behavioral health advocacy agency. Responsible for strategic vision, operational oversight, and stakeholder relationships in a nonprofit setting.
Director managing McDonough Career Center, developing strategies and coaching MBA students. Fostering relationships with employers and contributing to career management services.
Senior Director responsible for orchestration strategy and intelligent automation initiatives at Fox Corporation. Driving cross - functional initiatives and modernizing service delivery models across multiple functions.
Director of Inclusion and Belonging shaping GSK's workplace culture to thrive on inclusion. Leading strategies for employee engagement and managing inclusion initiatives for organizational success.