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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive leadership in financial services with a focus on strategic market growth, community relationship development, and advisor recruitment. Proven ability to coach senior leaders and shape strategies that translate enterprise priorities into scalable results.
Highest-signal resume keywords
15+ Years Leadership ExperienceField Leadership in Advisor RecruitingMulticultural Market StrategiesCommunity and Partnership DevelopmentStrategic Judgment and Business Acumen
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Effective CommunicationCoaching and MentoringInfluence in Matrixed EnvironmentLeadership Capability Building
Industry Keywords
Financial ServicesMarket GrowthDistribution LeadershipCulturally Relevant ApproachesCommunity RelationshipsPartnershipsCenter-of-Influence RelationshipsInvestment PrioritizationMarket-Entry Strategies
About the role
Key responsibilities & impact- Provide strategic leadership for Growth Audiences work within the assigned audience segment
- Define, refine, and adjust segment-specific market strategies across priority focus markets
- Lead execution of the Growth Audiences strategy while informing broader strategy through test-and-learn approaches
- Evaluate which strategic approaches should be expanded, adapted, paused, or sequenced as the program scales
- Partner with enterprise leaders on market expansion, operating model refinement, and future capability needs
- Coach market directors, AVPs, and other field leaders on recruiting, developing, and retaining advisors
- Build leadership capability and shape leadership expectations and operating norms
- Set strategic direction for community relationship development with Partnerships corporate leadership
- Develop community, center-of-influence, and external partnership relationships
- Prioritize GA investments across recruiting, sales, retention, partnerships, and supporting capabilities
- Recommend future market-entry choices, leadership needs, and capability investments to senior leaders
Requirements
What you’ll need- 15+ years of progressive leadership experience in financial services
- Substantial field leadership experience in advisor recruiting, market growth, distribution leadership, or related roles
- Proven success with multicultural markets, diverse growth strategies, or advisor/client segments requiring culturally relevant approaches
- Strong track record of building community, partnership, or center-of-influence relationships
- Proven success coaching senior field leaders and leading through influence in a matrixed environment
- Demonstrated ability to shape strategy, refine market approaches, and translate enterprise priorities into scalable results
- Strong business acumen and strategic judgment
- Experience prioritizing investments, partnerships, and capabilities to support growth
- Strong executive presence and effective communication with field leaders, corporate partners, and senior leadership
- Willingness to travel up to 50%
Benefits
Comp & perks- Various bonuses, including annual or long-term incentives
- Medical, dental, and vision insurance
- Health savings account
- Flexible spending account
- 401(k)
- Pension
- Life and accidental death and dismemberment insurance
- Disability insurance
- Supplemental protection insurance
- 20 days of Paid Time Off each year
- Sick and Safe Time
- 10 paid company holidays
- Volunteer Time Off
- Paid parental leave
- Employee Assistance Program (EAP)
- Well-being benefits
- Other employee benefits