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Advisor Experience Programs VP Role - Richardson Wealth
Richardson Wealth
Opportunity Description
Lead the transformation of advisor experiences at Richardson Wealth as the VP of Advisor Experience & Programs. Craft and implement strategic initiatives to elevate client interactions within a growing firm.
In this role, you will collaborate closely with the SVP, Head of Advisor Experience & Growth. Your focus will be on developing comprehensive training programs and implementing change management strategies for advisor-facing initiatives. By coordinating across various departments, you will ensure that advisors are well-equipped to deliver exceptional client service.
Key Responsibilities:
• Design and optimize advisor development programs across the organization
• Implement a framework to track training effectiveness
• Collaborate with leadership for coordinated advisor enablement
• Drive change management processes and engagement initiatives
• Create impactful firm-wide communications for the advisor channel
Requirements:
• Track record of building relatio...
In this role, you will collaborate closely with the SVP, Head of Advisor Experience & Growth. Your focus will be on developing comprehensive training programs and implementing change management strategies for advisor-facing initiatives. By coordinating across various departments, you will ensure that advisors are well-equipped to deliver exceptional client service.
Key Responsibilities:
• Design and optimize advisor development programs across the organization
• Implement a framework to track training effectiveness
• Collaborate with leadership for coordinated advisor enablement
• Drive change management processes and engagement initiatives
• Create impactful firm-wide communications for the advisor channel
Requirements:
• Track record of building relatio...
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