Executive Vice President of Wealth Advisory Services

3 days ago


Chicago, Illinois, United States Choreo, LLC Full time
Job Title: Vice President of Advisory Services

Choreo, LLC is seeking a highly skilled and experienced professional to join our team as a Vice President of Advisory Services. This role will be responsible for partnering with our Regional Leaders and Advisory teams to develop and maintain relationships with high-net-worth clients.

Key Responsibilities:
  • Partner with the wealth advisory team to deliver best-in-class advice and service to clients, driving retention and new client creation.
  • Work with Regional Leaders to create market-level business plans, extending through office and individual advisor plans.
  • Help retain and expand the client base through rigorous accountability to the business plan, utilizing KPI analysis, CRM monitoring, and collaboration with marketing.
  • Partner with and mentor regional advisor teams, developing local office tactics to align with firm initiatives and track success against firm-defined goals.
  • Help roll out new service offerings and strategic initiatives in a consistent manner across offices.
  • Partner with Marketing and Platform Management to leverage existing technology, tools, and resources, identifying additional resources needed to enhance client relationship strategy.
Requirements:
  • Bachelor's degree in financial planning or a related field.
  • 8 or more years of experience in a related role or industry.
  • Willingness to obtain additional licenses and/or designations as required.
  • Experience as an investment advisor with subject matter expert-level knowledge related to advisor responsibilities and business needs.
  • Oral and written communication skills.
  • Demonstrated ability to influence, coach, and lead others.
  • Analytical thinking skills, with the ability to identify and seek needed information/research skills.
  • Detail-oriented and able to work in a fast-paced, evolving environment.
  • Ability to travel an estimated percentage.
Benefits:
  • Competitive salary and bonus plan.
  • Competitive medical, dental, and vision plans.
  • Basic life and disability coverage.
  • 401(k) matching program.
  • Financial support for approved designations and courses.
  • Technical, leadership, and sales training opportunities.
  • Unlimited, discretionary time off.
  • Paid parental leave.

Choreo, LLC is an equal opportunity employer, committed to fostering a culture of diversity, equity, and inclusion.



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