Vice President, Wealth Management Advice & Product Specialists Remote (anywhere in United States) + 1 more

The Company is seeking a Vice President to lead its enterprise Wealth Management Advice & Product Specialists organization, strengthening advisor capabilities and supporting business growth and client outcomes. The role will set the organization’s long-term strategy, operating model, governance, talent approach, and performance standards, while leading teams and enterprise-wide transformation initiatives. Responsibilities include developing scalable consultation models and best practices for financial planning and wealth management solutions, and partnering with senior leaders across business functions to improve advisor support and solution adoption. The Vice President will also establish performance metrics, guide planning and resource allocation, ensure compliant service delivery, and communicate results to executive leadership. Candidates should have a bachelor’s degree in finance, business administration, economics, or a related field; an MBA or other advanced business degree is preferred. The role requires at least 12 years of progressive experience in wealth management or related financial services, including at least eight years leading managers and professional teams. Required credentials include FINRA Series 7, 24, and 65/66 licenses or equivalents, fingerprinting, and an advanced wealth management designation such as CFP®, CFA®, CIMA®, or ChFC®. Strong candidates will bring expertise in wealth management products, advisory platforms, financial planning, organizational strategy, governance, and performance management, along with a record of influencing executives and leading enterprise-wide change.

Hiring Company

Empower Group