Financial Services Divisional President

6 days ago

Atlanta, United States Steward Partners Full time

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.


Position Overview:

The primary focus of the role is to establish and build a presence for Steward Partners in key markets as identified by senior management. Once a branch or branches in a market are established, it’s the responsibility of the Divisional President to drive revenue through recruiting and organic growth, focus on meeting profit objectives and effectively manage the business from a risk and compliance perspective. Job functions include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership and assuming accountability for the key performance metrics.


The Divisional President must be responsible for strong fiscal management, employee morale, culture, business ethics and practices, while adhering to all Federal, State and Local laws and regulations. The Divisional President also leads the team functions including operations, risk, compliance and business development.


Duties and Responsibilities


Recruiting & Transition Leadership:

  • Full accountability for the recruiting, onboarding and transition process and experience for Advisors and their teams and adherence to the Steward Partners recruiting and transition process
  • Manage all recruiting meetings, meeting preparation e.g. obtaining confidential profile and production reports, and handle follow up items to ensure timely processing of a formal commitment
  • Engage risk partners to review and approve any complex arrangements
  • Conduct platform overview and pre-hire scrubs, obtain any requested information and approvals from Recruit and/or custodial partners
  • Escalate to senior management any business, compliance or reputational issues regarding a recruit on a timely basis
  • Manage the divisional onboarding/transition calendar to ensure there is local capacity and adequate resources are available
  • Devise join day plan in partnership with divisional team
  • Lead the onboarding experience for Advisors and their teams by ensuring new recruits have a clear and detailed transition calendar, effectively leveraging and managing Firm resources to ensure an efficient and successful transition


Business Performance & Planning:

  • Responsible for the division’s sales and financial performance
  • Drive recruiting in the region to help meet the division’s recruiting target
  • Lead proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the division within the geographic market
  • Seek opportunities to grow business and drive sales within the division by capitalizing on Firm initiatives
  • Focus on building strong working relationships with custodial and other partners to help achieve the division’s marketing goals
  • Drive marketing initiatives to help increase market share
  • Hold annual business planning meetings with Advisors, and quarterly follow ups where appropriate, with Advisors to provide support, consultation and alignment of resources to help advisors grow their business – share feedback and objectives from business planning meetings with internal partners to ensure firm resources and relationships are positioned to support growth
  • Maintain a thorough understanding of the Firm’s products and those of strategic partners
  • Use product/business knowledge to provide resources and direction in order to help drive sales
  • Review and approve Advisor expenses in line with Firm expense policy


Communication, Culture, Diversity & Team Building

  • Maintain regular branch visitation schedule to ensure visibility, connectivity and promote Firm culture and ensure Divisional team members also maintain visibility to achieve the same
  • Build credibility and rapport within the Divisional team by cascading relevant information on a timely basis and conducting regular meetings, at least weekly to communicate strategy, common business practices, goals and objectives
  • Identifies key talent in the division, positions and develops that talent and encourages those individuals to participate in the leadership of the division
  • Lead and support initiatives to enhance diversity and foster an inclusive culture in the branches
  • Engages divisional team in the strategy and implementation of all Firm initiatives, including sales, hiring, recruitment, diversity and community outreach


Risk, Supervision & Compliance:

  • Responsible for the regulatory, legal and compliance issues including: risk management for the division regarding sales monitoring, human resources and legal and regulatory practices
  • Responsible for ensuring risk, compliance and supervisory procedures are adhered to across the division
  • Responsible for handling escalated, sensitive or complex issue directly with Advisors leveraging Risk partners as appropriate
  • Responsible for effectively communicating the status of performance and issues within the Division


Other:

  • Other projects may be added as deemed necessary by management


Reporting:

Reports to: Head of Wealth Management


Direct reports:

  • Financial Advisors
  • Divisional Leadership Team, including; Divisional Vice President, Divisional Business Director and Divisional Administrative Assistant


Location:

Flexible across Steward Partners network of offices in the Southeast Division, must be able to travel regularly to branch office locations, to Firm meetings and other events.

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