Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors
Talent Acquisition Strategy
Develop and execute a comprehensive recruiting strategy that attracts high-performing wealth advisors, business development professionals, and advisory teams to support TFA’s growth objectives.
Advisor Onboarding and Integration
Develop and oversee standardized onboarding programs that promote a consistent experience across all markets. Coordinate cross-functional activities to support smooth advisor transitions and integration. Monitor onboarding effectiveness and implement continuous improvements to accelerate productivity and engagement.
Talent Development and Retention
Design and implement advisor development programs focused on business development, client acquisition, and professional growth. Partner with leadership to identify organizational capability gaps and development needs. Support succession planning, career pathing, and retention strategies for key talent.
Strategic Growth and Advisor Acquisition
Partner with executive leadership to identify and pursue individual, team, and firm acquisition opportunities. Lead advisor and team engagement efforts related to transition opportunities and platform capabilities. Support due diligence, transition planning, and successful integration of acquired talent and assets.
Cross-Functional Leadership and Operational Excellence
Collaborate with business leaders, operations, compliance, technology, and client service teams to align talent initiatives with organizational objectives. Establish scalable processes and frameworks that support growth, consistency, and operational effectiveness. Drive continuous improvement in talent acquisition, onboarding, and development practices.
Key Success Factors
Strategic Leadership & Execution – Shapes long term strategy by aligning vision, mission, and values with strategic goals, growth initiatives, and future challenges.
Influence – Leverages trusted relationships, alliances, and expertise to position ideas, influence stakeholders, and drive action.
Relationship Building – Builds strategic alliances across the organization to drive business goals, foster collaboration, eliminate silos, and advance organizational success.
People Leadership – Champions engagement, retention, and development through coaching, recognition, shared leadership, and succession planning.
Planning & Results Orientation – Leads strategic planning by setting goals, managing resources and budgets, mitigating risks, and driving continuous improvement.