Vice President, Advisory Consulting

Responsibilities

• Field Leadership & Team Development - Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth.
• Equip the field with messaging, positioning, and resources needed for effective advisor engagements.
• Support professional development through coaching, training, and skill-building; conduct tandem travel with Regional Vice Presidents.
• Field Strategy & Execution - Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact.
• Ensure consistent execution of sales campaigns and initiatives throughout all field regions.
• Partner with Regional Vice Presidents, OSJ/Enterprise Leaders, and other key leaders to achieve growth objectives.
• Advisor Engagement & Business Growth - Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation.
• Lead field efforts in driving the brokerage-to-advisory transition and expanding use of the Wealth Management Platform.
• Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits (HOVs), and advisor events.
• Cross-Functional Collaboration - Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions.
• Partner with Marketing, Product, Platform, and Research teams to deliver timely updates, content, and educational resources for the field.
• Act as a senior escalation point for field-raised advisor issues, working with home office teams to resolve quickly.
• Performance & Accountability - Monitor activity, pipeline, and revenue metrics for all regional consultants; identify trends and performance gaps.
• Use analytics to refine territory strategies and improve advisor penetration within regions.
• Provide leadership reporting and insights related to field performance, advisor behaviors, and platform trends.
• Other Responsibilities - Promote IA Strategic Partner events, regional meetings, and firmwide advisor programs.
• Represent the voice of the field in product development, platform enhancements, and strategic planning.
• Perform other duties as assigned and track appropriate activity in firm CRM.

Qualifications

• Master’s Degree preferred; Bachelor’s Degree from accredited university required; focus in Economics, Finance, Business, or related field subjects preferred
• Series 7 required
• Ability to travel up to 75% of the time
• 5+ years in a similar role with 10+ years of experience in related field
• Driven and goal-oriented nature; enthusiastic, sales-focused personality
• Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies
• Ability to introduce a complex subject matter in clear articulate fashion
• Ability to work independently with high level of organization and time management skills
• Deep experience working directly with financial advisors
• Familiarity with using a client relationship management program
• Advanced certification; CFP® or CIMA® designation preferred