Current jobs related to Vice President of Consulting - San Diego - Centura Wealth Advisory
-
SPQREA - Senior Vice President
6 days ago
San Diego, United States CBRE Full timeAre you ready to start an exciting career with CBRE?About The Role:Develops business and negotiates the selling, leasing, and marketing of commercial real estate properties for clients. Honorary Titles of Senior Associate, Vice President, First Vice President, Senior Vice President, Executive Vice President and Vice Chairman are awarded based on...
-
Vice President of Sales
3 months ago
San Diego, United States Targeted Talent Full timeJob DescriptionJob DescriptionOur client is a Vancouver-based technology company that provides a last mile delivery service to their customers across Canada and the US. They are looking for a Vice President of Sales to join their growing team in the US.The Mission of Vice President of Sales is to recruit, coach and develop a successful sales team to achieve...
-
San Diego, California, United States lumini Full timePosition: Vice President of EPCLocation: San DiegoCompensation: Base salary up to 250,000Incentives: 30% bonusEmployee Benefits: 401K, 5 weeks PTO, comprehensive healthcare coverage, paid parental leave, and additional perksOverview:The Vice President of EPC will spearhead the engineering and construction division. The primary emphasis will be on Business...
-
Senior Vice President of Operations
1 week ago
San Diego, California, United States Helix Electric Full timePosition Overview:The Senior Vice President of Operations is tasked with driving sustainable growth through the effective management of the initiation, development, and execution of new Commercial & Industrial (C&I), energy generation, and energy storage initiatives.Key Responsibilities:The Senior Vice President will oversee all operational functions,...
-
Executive Vice President of Operations
1 week ago
San Francisco, California, United States City & County of San Francisco, Zuckerberg San Francisco General Hospital Full timeBerkeley Search Consultants has been engaged by the City & County of San Francisco to identify the Executive Vice President of Operations for their medical facility, Zuckerberg San Francisco General Hospital. Situated along the stunning California coastline and recognized for its iconic landmarks, San Francisco is a globally renowned city. The city boasts a...
-
Vice President of Advisory
12 hours ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory is seeking a Vice President of Advisory to be a key member and leader of our client-facing consulting team. Centura is a boutique RIA serving both high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals/families. We hire optimistic, resourceful, result-oriented, and adaptable people with the desire to help our clients and...
-
San Diego, California, United States lumini Full timePosition: Vice President of EPCLocation: San DiegoCompensation: Base salary up to 250,000Incentives: 30% bonusEmployee Benefits: 401K, 5 weeks PTO, comprehensive healthcare coverage, paid parental leave, and additional perksOverview:The Vice President of EPC will spearhead the engineering and construction division. The primary emphasis will be on Business...
-
San Diego, California, United States lumini Full timePosition: Vice President of Engineering, Procurement, and Construction (EPC)Location: San DiegoCompensation: Base salary up to $250,000Incentives: 30% bonusEmployee Benefits: 401K, 5 weeks of paid time off, comprehensive healthcare coverage, paid parental leave, and additional perks.Role Overview:The Vice President of EPC will spearhead the engineering and...
-
San Diego, California, United States lumini Full timePosition: Vice President of EPCLocation: San DiegoCompensation: Base salary up to 250,000Incentives: 30% bonusEmployee Benefits: 401K, 5 weeks PTO, comprehensive healthcare coverage, paid parental leave, and additional perksOverview:The Vice President of EPC will spearhead the engineering and construction division. The primary objective will be to drive...
-
San Diego, California, United States lumini Full timePosition: Vice President of EPCLocation: San DiegoCompensation: Base salary up to 250,000Incentives: 30% bonusEmployee Benefits: 401K, 5 weeks PTO, comprehensive healthcare coverage, paid parental leave, and additional perksRole Overview:The Vice President of EPC will spearhead the construction and engineering division. The primary focus will be on Business...
-
San Diego, California, United States lumini Full timePosition: Vice President of Engineering, Procurement, and Construction (EPC)Location: San DiegoCompensation: Base salary up to $250,000Incentives: 30% performance bonusEmployee Benefits: 401K plan, 5 weeks of paid time off, comprehensive healthcare coverage, paid parental leave, and additional perks.Overview:The Vice President of EPC will spearhead the...
-
Vice President
3 months ago
San Diego, United States Davis Trucking, LLC Full timeJob DescriptionJob DescriptionDescription:Job Summary:The Vice President is a key leadership role responsible for overseeing the company in regards to Operations, Financial, and Building Culture. Working together with the CEO, COO, and Director, the Vice President is tasked with ensuring compliance, increasing profit margins and efficiencies, while also...
-
Vice President Sales, Americas
2 weeks ago
San Diego, United States Nextivity Full time $150,000 - $190,000Job DescriptionJob DescriptionTitle: Vice President Sales, AmericasManager: Chief Commercial OfficerLocation: North America Job Type: Full TimeSummary: The Vice President of Americas Sales is responsible for driving Nextivity's revenue growth and market expansion across North and South America. Leading a dynamic team of 12 direct sellers and 80 rep firm...
-
San Diego, California, United States LPL Financial LLC Full timePosition: Vice President of Advisor Strategy and OperationsAre you a professional with a background in finance, consulting, or program management? Do you possess strategic thinking skills along with exceptional analytical abilities? If you are eager to enhance the operational, service, and support experience for advisors, this role may be the perfect fit for...
-
Vice President of EPC
3 weeks ago
San Diego, United States lumini Full timeVP of EPCRole: VP of EPCLocation: San DiegoSalary: Base up to 250,000Bonus: 30%Benefits: 401K / 5 weeks PTO / 100% paid Healthcare / paid parental leave and othersRequirements:The Vice President of EPC will lead the construction & engineering team. Your main focus will be Business Development, finding commercial solutions the energy sector needs.Direct...
-
Vice President of EPC
3 weeks ago
San Diego, United States lumini Full timeVP of EPCRole: VP of EPCLocation: San DiegoSalary: Base up to 250,000Bonus: 30%Benefits: 401K / 5 weeks PTO / 100% paid Healthcare / paid parental leave and othersRequirements:The Vice President of EPC will lead the construction & engineering team. Your main focus will be Business Development, finding commercial solutions the energy sector needs.Direct...
-
Senior Vice President of Space Systems
1 week ago
San Diego, California, United States Leidos Full timePosition Overview Leidos is seeking a Senior Vice President of Space Systems to lead the Space Systems Division, which encompasses a dedicated team of approximately 250 professionals and generates an annual revenue of $190 million. This division is committed to tackling a variety of technical challenges for both governmental and commercial space clients. The...
-
Vice President of Finance
1 week ago
San Diego, California, United States GLH, LLC Investing Full timeCompany Overview GLH, LLC Investing is a firm established by a group of specialists in real estate, construction development, project management, sales, and marketing. The organization is dedicated to delivering investment management solutions to investors and equity financing opportunities to developers. GLH emphasizes socially responsible investing and...
-
Vice President of Solar Construction
1 week ago
San Diego, California, United States Helix Electric, Inc. Full timeThe Vice President will oversee the comprehensive performance of the renewable energy division and play a pivotal role in shaping the national market strategy for Helix Electric, Inc.KEY RESPONSIBILITIES:The primary objective of the Vice President is to secure sustainable growth by directing the initiation, pursuit, and execution of new commercial and...
-
Vice President of Solar Construction
4 days ago
San Diego, California, United States Helix Electric, Inc. Full timeThe Vice President will oversee the overall effectiveness of the renewable energy division and play a crucial role in shaping the national market strategy for Helix Electric, Inc.KEY RESPONSIBILITIES:The Vice President's primary objective is to secure sustainable growth by directing the initiation, pursuit, and execution of new commercial and industrial,...
Vice President of Consulting
1 month ago
- Meets or exceeds AUM and Client growth goals of the team of advisors per the financial plan
- Achieves annual plan for new business goals, and tracks/monitors progress towards achieving the goals, makes adjustments as needed to adapt to new information, competitive intelligence, points of friction or failure.
- Able to coach and support advisors daily/weekly/monthly in the winning of new business through clear articulation of Centura’s value proposition, client strategies, and unique differentiators.
- Charismatic and capable of recruiting top elite advisors who desire to be the top of their class and serve clients as fiduciaries of their estate.
- Grows and sustains a personal book of business of HNW clients greater than $50M in assets, showing ability to increase SOW overtime.
- Follows Centura processes for managing sales pipeline in Salesforce, and working within a team of aligned professionals.
- Stays abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive, and technical) within the fields of investments and financial services
- Sales Management - Oversees and coaches Sr. Advisors and Diamond Teams, develops areas of blind spots or deficiencies, staffs teams to complement skillsets, identifies training and development opportunities
- Manages the financial life cycle of High-Net-Worth families in all phases – accumulation (liquidity event), maintenance, depletion, and generational transfer
- Sets the strategic direction of the advisory team according to the company’s business plan and 5-year vision.
- Establishes relationships with Centers of Influence and prioritizes those who have built a trusted relationship to refer new business.
- Maintains Company preferred referral network of COIs - in order to guide business for those in need.
- Leverages technology, team, and processes to achieve sales results for the organization.
- Maintains budget and expenses according to BD budget and plan
- Builds and maintains his/her/firm reputation within the community as professional, cutting-edge, and sought after by HNW and UHNW individuals and families.
- Financial Concepts- Understands financial concepts including Investment Models, Securities, Risk/Risk Tolerance, Estate Planning Tools, Tax (personal and business), Trusts, and Insurance product applications/uses
- Technically competent in financial concepts and investment management techniques used by the firm in its core strategies, planning process, and investment philosophy.
- Able to analyze, tear apart, and evaluate wealth preservation strategies with an emphasis on tax mitigation.
- Understands the use and application of Life Insurance products in integrated wealth management strategies.
- Strong knowledge and understanding of the Investment Advisers Act of 1940, ERISA, Dodd-Frank, SEC rules, and other relevant regulations and laws.
- People Management: Proven track record for managing and developing a team (through recruiting, staffing, training, development, and performance management).
- Communication - Highly effective verbal and written communicator. Able to convey message succinctly and adapt messages or style based on audience (internal/external, sophisticated/non-technical).
- Able to effectively use Email, Meeting Notes, and Presentations in the pursuit of new business. Uses correct English grammar, punctuation, and spelling to organize and communicate ideas in words that are appropriate to listeners and readers and uses appropriate body language.
- Able to explain in layman’s terms the Centura value proposition to new COIs and retail clients to generate interest in meeting with the firm’s principals, advisors, and technical experts.
- Integrity / Honesty – Displays the highest standards of ethical conduct, understands the impact of violating these standards on the organization, self, and others, chooses an ethical course of action, and is trustworthy. Must be able to maintain confidentiality.
- Systems Savvy - Comfortable with technology and leveraging tools and processes to improve the delivery of service. Leverages the tools that the company has invested across the enterprise.
- Personal Organization – Needs to be accurate, highly detail-oriented, organized, and able to prioritize time management to perform assigned work.
- Interpersonal skills – High emotional intelligence and relates well to different people from various backgrounds and different situations,
- Sense of urgency for goal achievement, Fast-paced environment
- People/relationships focus, team building, inspiring, motivate others, and engage their commitment
- Involve others in the decision-making process: Cooperative, collaborative decision-making
- Must assume responsibility for risk
- Extroverted, warm, enthusiastic, empathetic; Stimulating communicator
- Persuasive “selling” style
- Leadership based on the ability to motivate others
- Strong commitment to results
- Delegates authority readily
- 10+ Years financial planning/advisory experience
- 5+ Years business development, sales experience
- Proficient with the following software programs
- Microsoft Office (Outlook, Word, Advanced Excel, Power Point, Visio, etc.) – Required
- TD Ameritrade – Preferred
- Orion - Highly Preferred
- Salesforce – Preferred
- Undergraduate Degree – Required
- Master’s degree- Preferred
- Certified Financial Planning “CFP” or CFA designation – Preferred
- Series 65/6- Required
- CA Insurance License- Required