Senior Vice President, Wealth Management Greater Greensboro, NC Area

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Must be eligible to work in the United States without the need for work visa or residency sponsorship.

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Our Newest Opportunity:

Summary:

This position serves as a senior advisor and growth leader within OneDigital’s Wealth practice. This role leads complex client engagements, drives new revenue, deepens existing relationships, and contributes strategic expertise across financial planning, investments, and client experience. The role leverages expertise in financial planning, insurance, investments, and retirement solutions to cultivate and maintain client relationships through referrals, educational workshops, and participant meetings. This role operates with a high degree of independence while collaborating closely with branch, market, regional and national teams to support enterprise growth and adopt OneDigital’s platform to drive efficiency.

Essential Duties and Responsibilities (includes but is not limited to):

Client Leadership & Advisory Excellence:

Serves as the senior advisor for a sophisticated and diverse book of clients, delivering advanced financial planning, investment management, and holistic advisory support.

Provides expertise on complex planning scenarios, tax strategies, retirement readiness, risk management, and generational planning.

Demonstrates stewardship of the full client relationship, ensuring exceptional service, proactive communication, and a consistently premium client experience.

Acts as a strategic resource for internal teams by providing guidance on nuanced client situations and planning strategies.

Revenue Growth & Business Development:

Drives new client acquisition through personal prospecting, referral cultivation, COI partnerships, and professional networking.

Develops, maintains, and executes a disciplined sales pipeline using OneDigital’s CRM standards and sales processes.

Represents OneDigital’s value proposition with excellence in prospect meetings, presentations, and competitive opportunities.

Identifies cross-line opportunities and collaborates with Retirement, Executive Benefits, and Workplace specialists to expand wallet share and strengthen OneDigital’s enterprise presence.

Portfolio & Planning Execution:

Leads with a financial-planning-first approach, ensuring that every investment recommendation is grounded in a comprehensive understanding of the client’s goals, needs, and long-term strategy.

Oversees sophisticated investment strategies, risk-aligned portfolio construction, rebalancing, and ongoing planning adjustments.

Makes high-quality recommendations consistent with firm standards, compliance requirements, and client objectives.

Partners with investment, financial planning, and operational teams to ensure cohesive and accurate plan execution.

Practice Leadership & Collaboration

Serves as a senior voice within the Wealth practice, contributing insights on client trends, product capabilities, planning methodologies, and operational improvements.

Collaborates on national Wealth initiatives, process enhancements, platform adoption, and enterprise projects as appropriate.

Upholds and models The OneDigital Way, driving consistency, scale, and excellence through adherence to platform standards, pricing discipline, CRM hygiene, and compliance expectations.

Mentorship & Team Development

Provides mentorship, coaching, and advisory guidance to junior and mid-level advisors.

Shares best practices in client service, planning quality, pipeline management, and professional development.

Supports team onboarding when requested and contributes to creating a collaborative, high-performing local culture.

Operational Excellence & Risk Management

Maintains clear, organized documentation of client communications, planning decisions, and key deliverables consistent with compliance standards.

Ensures accurate and timely updates in Salesforce and planning systems.

Adheres to OneDigital’s operational policies, workflows, and regulatory requirements while helping elevate team standards through personal example.

Qualifications, Skills and Requirements:

Proven track record of exceeding sales goals.

Strong understanding of financial planning principles, investment strategies, and relevant regulations.

Excellent communication, presentation, and interpersonal skills.

Ability to work and make decisions independently.

Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).

Demonstrated discipline maintaining sales pipeline and client information in a CRM, Salesforce preferred.

Experience with financial planning software, MoneyGuidePro preferred.

Proven success with multi-tasking and managing priorities effectively.

Ability to adapt to a rapidly changing business and technology environment.

Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.

Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.

Regular and predictable attendance is required.

Business travel up to 25%.

Education, Training and Experience:

Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in wealth management sales.

Must be licensed to allow registration as an IAR of OneDigital Investment Advisors

15+ years of experience in financial advisory services.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit:

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!