VP, Growth and Development

Jordan Creek Financial Solutions is an independent firm that seeks to be an advisor’s caring advocate, providing the support they need to run their business while also providing compliance and regulatory oversight as an Office of Supervisory Jurisdiction. Our comprehensive partnership is focused on unparalleled service and comprehensive business solutions within Jordan Creek and with the support of financial solutions firm Cambridge Investment Group, Inc.

About the Role

The Vice President, Growth and Development is a strategic leader responsible for driving the success of our Jordan Creek branch, located in West Des Moines, IA. This role proactively manages relationships with financial professionals (FPs) and clients. The VP will develop and execute actionable plans to support branch growth, with a primary focus on helping financial professionals expand their practices through business growth strategies, coaching, and consulting. Additional responsibilities include enhancing sales and product knowledge within the branch, as well as recruiting, developing, and retaining top financial professionals. Serving as a trusted partner, this leader will foster a culture of growth, collaboration, and client service excellence within the Jordan Creek office and affiliated banks.

Responsibilities

• Develop and deliver actionable plans on organic revenue growth, platform adoption, and product diversification to meet enterprise goals and create an exceptional advisor experience.
• Develop new recruiting leads through proactive outgoing solicitations, identifying cross-sell opportunities for current relationships through proper customer profiling and needs-based selling.
• Retain advisor relationships by demonstrating how their businesses will benefit from the relationship with the firm; interface with team members and other departments to meet client needs.
• Serve as a trusted resource for advisors regarding business strategy, industry changes, and branch office growth, including planning regular visits to advisors in offices to strengthen relationships and providing training sessions as appropriate.
• Oversee high-level problem resolution to provide mutually beneficial solutions to challenging situations.
• Interface internally and externally in a professional and courteous manner to act as an advocate for the advisor and achieve performance objectives.
• Develop and implement advisor-centric strategic initiatives regarding company and departmental policies and procedures to correct gaps and deliver exceptional advisor experiences.
• Oversee the Office of Supervisory Jurisdiction (OSJ) Designees by reviewing escalated Direct Report correspondence, securities activities, FINRA/Insurance licensing, Outside Business Activity (OBA) reports, daily trade blotters, and other reports to ensure supervisory review of Direct Reports in assigned regions.
• Maintain an understanding of the Enterprise’s revenue and profitability targets, firm-level goals, key industry topics, internal programs, departmental procedures, regulatory requirements, and firm policy.
• Collaborate with OSJ Designees and advisors to communicate new policies and procedures, share information about Cambridge, and provide input to strengthen relationships with advisor offices.
• Supervise personal securities activities of OSJ Supervisor Designees and serve as an escalation contact for OSJ Supervisor Designees and advisors.
• Drive overall branch effectiveness and Financial Professional retention by monitoring associate morale and work quality, recruiting staff as needed.
• Develop and direct strategic initiatives regarding company and departmental policies and procedures to improve service standards for internal and external customers.
• Participate in business planning, resource allocation, and budgeting related to areas of responsibility.
• Maintain accurate records and document actions for areas managed, including associates and advisors.

Requirements

• Advanced experience in growth, development, consulting, and recruiting within the financial services industry, with a proven track record of growing financial professionals’ businesses.
• Strong background in coaching, mentoring, and advising financial professionals to achieve their goals.
• In-depth knowledge of investment products, financial planning, and wealth management solutions.
• Ability to develop and execute actionable business development strategies, recruit and retain top talent, and foster strong relationships and collaboration among financial professionals, clients, and internal teams.

Qualifications

• Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 66 licenses are required.

Benefits

• Paid time off, paid holidays, and floating holidays.
• Medical, dental, and vision coverage.
• Short- and long-term disability insurance.
• Company-paid life insurance.
• Volunteer time off and wellness incentives.
• 401K retirement plan with company matching program.
• Eleven paid holidays.

About the Company

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service. Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.

At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.