Western Regional Vice President

Responsibilities

• Drive regional sales growth through the development of targeted business plans
• Collaborate with Principal Owners and field leaders to enhance productivity using data-driven insights
• Support firm expansion initiatives, including mergers and growth evaluations
• Act as liaison between field and corporate stakeholders to resolve regulatory and business issues
• Guide succession planning to strengthen leadership and ensure sustainable growth
• Serve as a connector across teams to align efforts with organizational strategy

Qualifications

• 5-7 years of consulting experience in sales growth within financial services environments
• Proven success in strategic business planning to enhance productivity and firm performance
• Strong judgment in navigating complex business challenges and balancing risks
• Established ability to build trust and strong relationships with both field and corporate partners
• Comprehensive knowledge of distribution economics and recruiting performance metrics
• Experienced with field compensation and incentive structures
• Leadership style that resonates with the company’s core values of integrity and team collaboration

Benefits

• Support for professional and personal growth through skill-building and leadership development
• Opportunities for community engagement and philanthropic involvement
• Flexible, inclusive benefits that adapt to employee needs
• Access to a diverse and ethical workplace culture