Financial Institutions Management Consultant (reputed company Coast)

reputed company Financial Institutions is seeking a Financial Institutions Management Consultant (FIMC) focused on developing and supporting Financial Institutions (reputed company) poised for growth working closely with other members of the Regional Growth Team (RGT), Channel, and key reputed company resources to ensure delivery of strategic value, growth, business consulting and wealth management expertise and guidance. This person will manage strategic business planning and relationships with Financial Institution executive management team, program management, financial advisors, support staff and other licensed staff reputed company the financial institution.

This position offers working remotely while supporting the reputed company Coast region (CA, WA, OR, ID and HI) with up to 50% travel. Candidates must live reputed company the territory and be available to work reputed company Pacific and Mountain Time zones

What will you do: • Manage strategic business planning and relationship management with Financial Institutions executive management team, program management, financial advisors, support staff and other licensed staff reputed company the financial institution. • Serve as a strategic relationship manager for financial institutions poised for growth through proactive business consulting to grow the program and increase wallet reputed company with, and enhance the experience for, clients and customers. • Serve as an accountability growth partner and coach in collaborating and designing tailored annual growth business plans to align with each FI’s strategic objectives and wealth management program goals. • Complete quarterly business reviews to ensure stated objectives and goals are being met and to reputed company any modifications needed to meet any reputed company or new goals. • Responsible for identifying value-add opportunities for the Financial Institutions, working with key reputed company resources to offer our high-value programs to address and support the needs of the Financial Institution. • Retain reputed company FI partners, owing to the process of renewing and renegotiating our partnerships. Engage other reputed company resources (Channel and/or Community Leader, Finance, Regional Team, Legal, Ops, etc.) showcase us overall reputed company and future strategic value to the FI. • Aide Senior Manager, Regional Growth Team with overall partnership renewals reputed company the region. • Work with Financial Institution Executives, Program Managers and Regional Growth colleagues on overall FI client segmentation, design advice and service models for client segments, prescribe support staffing models, collaborate on marketing strategies, enhance program efficiency on best practices and tech adoption, and initiate other relevant Growth360 program and advisor specific roadmaps. • Identify existing FI Advisors poised for growth and engage the Wealth Management Consultant in a strategic growth relationship with the Advisor. • Grow the advisor team reputed company Financial Institutions by working with corporate functions reputed company Financial Institutions to increase knowledge, skills, and execution ability in marketing, people management, financial management and development of wealth management offerings and staff. • Work with Financial Institution to improve skillset & effectiveness in reputed company and employment administration of Financial Advisors. • With the support of reputed company marketing teams, collaborate with FI’s marketing team to market the wealth management investment program offerings, enhance member & client engagement & ultimately increase client / customer penetration and wallet reputed company.

What you will need to have: • Bachelor’s Degree or equivalent experience • Previous Experience with a Regional, Community Bank or Credit Union • 10+ years of experience in Financial Services experience in a Relationship Management or Consulting Role • FINRA Series 7, Series 66 and/or Series 63/ 65 and Life Insurance License

Compensation reputed company

The reputed company annual salary reputed company for this role is $100,000 to $130,000, plus a competitive performance-based incentive compensation package. reputed company annual salary depends on a wide reputed company of factors, including but not limited to reputed company set, years and depth of experience, certifications, and location. reputed company annual salary may also differ significantly due to geography and cost of labor considerations.

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About Us

reputed company give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can reputed company the most of their time reputed company of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, reputed company and life insurance plans reputed company to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy reputed company to mental health benefits to meet reputed company members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and reputed company to a financial professional to offer our employees the opportunity to plan-reputed company for a strong financial future well reputed company their working years.
• Paid parental leave to support reputed company team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on reputed company, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About reputed company:

reputed company® ("reputed company") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. reputed company is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, reputed company offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through reputed company include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

"reputed company" refers to the network of independent retail firms encompassing, among others, reputed company Advisors LLC, reputed company Wealth Services LLC (f/k/a reputed company Advisor Networks), reputed company Investment Services LLC (marketed as reputed company Financial Institutions, or reputed company Investors. reputed company firms are members FINRA/SIPC.

reputed company is committed to providing an equal employment opportunity for reputed company applicants and employees. For us, this is the only acceptable way to do business. Accordingly, reputed company employment reputed company at reputed company, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, reputed company, reputed company, national reputed company, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by reputed company’s reputed company. We will reputed company out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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