Summary:
The role of the EPG Strategic Growth Partner – New Advisor Development is to expand the firm's executive leadership presence through the appointment and development of Chief Development Officer and Internship Development Officer. This role provides counsel to high-level leaders responsible for new advisor acceleration to create scalable and sustainable best practices to support retention, and productivity per.
Primary Duties & Responsibilities:
Build and Execute on a Chief Development Officer strategy to focus on growing the firm’s U5 FYC
•Advise on the implementation of all initial and on-going training and development for the U5
•Implement strategic initiatives to aid in development, productivity and retention of the U5
•Install cadence of reporting to increase awareness, alignment, and accountability
•Hire, train and develop talent to support U5 productivity metrics
•Host District Office Strategy sessions 8x per year with MP/MD/CFO to aid in rapid leader development
•Lead quarterly offsites to drive toward 100% goal achievement
•Drive engagement in monthly executive leadership team meetings for additional accountability and insight
•Collaborate with EPG CLO to identify and develop emerging leaders in the U5 space
Build and Execute on an Internship Development Officer strategy to deliver a consistent and predictable output of conversion talent
•Advise on the implementation of all initial and on-going training and development for the internship program
•Implement strategic initiatives to aid in development, productivity and retention of the interns
•Install cadence of reporting to increase awareness, alignment, and accountability
•Hire, train and develop talent to support internship productivity metrics
•Drive engagement in monthly executive leadership team meetings for additional accountability and insight
EPG & Performance Team
•Uplevel and evolve EPG and Performance Team mindset, philosophies, methods and processes within the CDO realm to remain on the leading edge of the system and drive U5 FYC
•Influence the entirety of the field through strategic sharing of tools to drive system-wide performance measures
Leverage CDO playbook to enshrine strategies and tactics that drive record-setting performance and grow AIM
Results
•100% Goal Achievement/Increase of U5 FYC
•100% Goal Achievement/Increase of Intern Conversions
•100% Goal Achievement/Increase of Intern Premium
Qualifications:
Minimum 8 years of progressively responsible work experience emphasizing decision making, finance, consultation, influence, and communication.
Ability to work collaboratively in a team environment.
Exceptional analytical and problem-solving skills.
Ability to critically and logically evaluates costs, risks and benefits of alternatives before coming to a solution.
Demonstrated ability to anticipate and respond quickly and creatively to change and shifting, sometimes competing, priorities.
Comfort operating through risk and uncertainty in a high- volume work environment.
Regular travel, 25% or more to client sites/field locations.
Compensation Range:
Pay Range - Start:
$160,000.00Pay Range - End:
$240,000.00Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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