VP, Advisory Consulting

About the role

This role will advance people and talent initiatives that strengthen organizational effectiveness, leadership capability, and employee experience. You will partner with sales leadership, HR centers of excellence, and cross-functional stakeholders to align talent priorities with commercial execution. The position offers the opportunity to influence culture, talent strategy, and scalable people operations within a regulated financial services environment.

Responsibilities

• Lead and mentor a team of AVPs and internal partners to achieve growth goals
• Drive adoption of advisory platforms and improve business conversions
• Collaborate with Client Success Managers to implement strategic plans
• Consult with advisors to identify growth opportunities and advisory strategies
• Promote effective use of tools for scalable advisory practices
• Maintain comprehensive knowledge of the company services as a referral source
• Engage with advisors through regular in-person and virtual meetings

Qualifications

• 10+ years of experience in Financial Services, particularly in wholesaling, advising, or recruiting
• Active FINRA Series 7 and 66 licenses (or Series 63 and 65)
• Strong sales leadership experience with a track record of driving growth
• Exceptional communication skills for both virtual and in-person presentations
• Demonstrated ability to mentor and coach diverse teams

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off and volunteer time off
• Competitive rewards package to support work-life balance

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $163,152 – $271,920 annually