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VP of Wealth Management Sales

Company: Advisor Group
Location: Atlanta
Posted on: June 13, 2021

Job Description:

Current Employees and Contractors Apply Here

Advisor Group Careers

Be a part of the team behind our success! At Advisor Group, we support more than 11,000 financial professionals, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Wealth Management Sales Opportunity in Financial Services

VP of Wealth Management Sales

Location: 20 E. Thomas Rd., Suite 2000, Phoenix, AZ 85012 preferred, open to remote

Type: Full-time


The VP of Wealth Management Sales will be responsible for driving sales activities for the internal sales team. This role will help the internal sales team support the firm's field-based regional consultants as well as respond to questions and promote adoption of the firm's investment advisory platform - the Wealth Management Platform. This role will report to the SVP of Wealth Management Sales.


  • Manage team of internal sales consultants to better promote the adoption of WMP
  • Work closely with Marketing, Product, Platform, and Research teams to determine appropriate deployment of sales and education activities
  • Develop and lead execution of sales campaigns; includes working with Marketing and other groups to develop content, target audiences, and reporting facilities
  • Drive key metrics for prospecting and activity and performance reporting to be used by internal and external sales teams, as well as senior management
  • Some reporting will be self-driven while other metrics may be derived from cross-departmental business reports

  • Utilize data to help team improve segmentation for prioritization and prospecting lists
  • Facilitate activities between regional and internal consultants to drive growth in their regions
  • Help educate the team on industry topics, manager content, scripting, and corporate knowledge
  • Lead professional development of team members
  • Drive transition from brokerage to advisory across firm's advisors
  • Participate in crafting messaging for all sales activities
  • Act as a point of escalation for the team in handling advisor issues or opportunities, as well as accessing other departments at Advisor Group
  • This role would be a key liaison with our Platforms team in development and resolution

  • Promote all IAS field meetings (IA Strategic Partners) as well as meetings and events at the Advisor Group level
  • Support for Recruiting Home Office Visits (HOV's)
  • Other duties as assigned

Education Requirements:

  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered

Basic Requirements:

  • Minimum 3 years in a Leadership or Management role in Wealth Management Sales
  • Minimum 10 years' experience in financial services
  • Extensive knowledge of fee-based business, advisory platforms and key wealth management concepts required
  • Quick learner and ability to introduce a complex subject matter in clear articulate fashion
  • Enthusiastic sales-focused personality - bold attitude regarding business development
  • Ability to work independently with high level of organization and time management skills
  • Leadership skills to support cultural change, develop internal talent, and willingness to hold individuals accountable
  • Team-driven attitude
  • Proficient in Excel, including creation and maintenance of tracking spreadsheets
  • Excellent communication skills - able to present to advisors, peers, and executive management
  • Able to work in a fast-paced environment
  • Deep experience working directly with financial advisors
  • Proven leadership abilities

Preferred Requirements:

  • Advanced degree or license preferred - e.g. CFP or CIMA

Current Employees and Contractors Apply Here

Keywords: Advisor Group, Atlanta , VP of Wealth Management Sales, Other , Atlanta, Georgia

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