VP, Relationship Manager & Business Consultant
1 day ago
Summit
Job Description Position Title: VP, Relationship Manager & Business Consultant Reports to: Sr. Vice President, Wealth Department: Simplicity Wealth: Business Consulting Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: This is primarily a Relationship Management role focused on working with our affiliated Independent Financial Advisors. You will have broad exposure to multiple internal departments with a primary focus on Relationship Management, Organic Sales Growth and Business Consulting to help our Financial Advisors grow their business. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, consistently performs at a high level under variable workloads, and has a passion for making a positive impact with our Independent Financial Advisors. Strong Industry experience with ability to coach and educate Advisors based on that experience is required. *This role is an in-office position. Primary Responsibilities: · Serve as the primary liaison and partner for affiliated Financial Advisors, ensuring an optimal client experience and maximum utilization of the Simplicity Wealth platform, products, and services. · Conduct in-depth assessments of Advisor practices to provide tailored solutions to help maximize all aspects of their business and bridge gaps between current and desired goals. · Responsible for driving organic Advisor growth by offering expertise in practice management: including strategy, financial planning, operations, lead generation, investment strategies, & marketing. · Assist in the design and creation of resources to help support Advisor development. · Collaborate, coach, and answer Advisor questions via phone, e-mail, and video, handling high levels of inbound/outbound Advisor calls and interactions · Lead regular educational webinars on best practices and Platform tools. · Ensure seamless Advisor support and resolution of issues in partnership with other internal teams and Advisor Development Consultants (ADCs). · Drive Advisor satisfaction, loyalty, and retention by ensuring successful platform integration and promoting the adoption of Simplicity solutions and coaching programs. · Provide ongoing reporting of Advisor metrics and progress in conjunction with other internal teams. · Actively facilitate Advisor connections with internal Subject Matter Experts (SMEs). · Maintain extensive and regular communication with affiliated Advisors, ADCs, and internal partners/stakeholders to build and maintain strong relationships. · Utilize Salesforce and other core technologies to accurately report, track, and manage all client engagements, activities, and opportunities. · Lead, manage, or actively participate in the assessment, and research for strategic company initiatives as assigned by management. · Provide training, mentorship, and education to other business consulting team members and internal staff to ensure a comprehensive understanding of the function, services, and support offered. Qualifications, Education & Experience: · Bachelor’s Degree, with an advanced degree or financial designations, preferred. · 3+ years of relationship management, wholesaler, and /or business consulting experience. · 6+ years broad business and/or sales experience. · 7+ years in the financial services / wealth management industry (Required). · Previous experience as a Financial Advisor, RIA, Broker Dealer, Insurance, or Annuity producer. · Proven leadership experience and ability to effectively partner with others. · Deep investment and product knowledge, and the ability to articulate complex ideas. · Strong familiarity with wealth management services and/or practice management. · RIA or previous Financial Advisor experience highly valued. · CFP, CHFC, Series 65, Series 66, Series 7 welcomed Core Competencies: · Time & Priority Management: Well-developed organizational and project management skills. Proven ability to self-direct, manage time, and deliver against tight deadlines. · Flexibility & Detail: Ability to see the big picture while maintaining exceptional attention to detail. Ability to multitask effectively in a busy environment with a "can-do" attitude. · Collaboration: Ability to work independently and seamlessly as a team player. · Technology Aptitude: Demonstrate a strong aptitude and appetite for new technology. · Availability: Ability to travel and work overtime as needed. Available to take urgent Advisor calls outside normal business schedule. · Critical Thinking & Problem-Solving: Possess solid intellectual, analytical, strategic thinking, and creative problem-solving skills. Ability to analyze and define complex problems, collect data, establish facts, and draw valid conclusions. Exhibit critical thinking and problem-solving skills to address Advisor concerns. · Communication/Sales: Excellent written and verbal communication and presentation skills, with the ability to express complex business concepts and technical terms clearly and with a high level of professionalism. Must be able to confidently speak with Advisors to facilitate value-driven discussions. · Drive & Work Ethic: Embody a tenacious drive, self-motivation, customer-centric mindset, and a commitment to owning results. Enthusiastic and effective under pressure. · Leadership & Accountability: Ability to inspire commitment, contributes to a positive culture, self-driven, and takes responsibility for actions. Able to hold self highly accountable for success measures and navigate change while maintaining alignment with organizational values. Maintains a mix of emotional intelligence, strategic foresight, and the courage to make difficult decisions to ensure long-term success. Compensation & Benefits: Compensation (based on experience) • Base salary: $125,000 -$135,000, exempt, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.