Director, Investment Advisory Services

General Description :

Responsible for client service and retention for the USI Investment Advisory Services (IAS) Practice. Implement strategic sales plan and operating model for the entire Practice.

Work with other Practices and USI Retail regions as appropriate.

Responsibilities :

Leadership : Responsible for full-cycle management and development of respective teams. Align individual and team performance objectives with the goals of the Practice.

Ensure the vision and goals of the organization are communicated throughout the team. Lead team in satisfaction of operational goals.

Growth : Responsible for growing, developing and overseeing the IAS Practice business plan. Drive consistent and predictable long term profitable new client relationships.

Develop internal resources / experts to assist all producers in closing business. Develop new and enhance existing services and products.

• Team Selling : Serve as subject matter expert and participate in new business presentations. May coordinate efforts with Retail Leaders to cross sell USICG products and services.
• Financial : Responsible for the P&L performance and attainment of targeted financial goals. Forecast future results and trends.
• Strategic Planning : Establish Best Practices on services and processes for the Practice. Develop a long- term growth plan.

Including revenue growth, technical capabilities and geographical expansion.

• Acquisition Leadership : May assist IAS President in sourcing acquisition candidates. Lead acquisition integration for respective areas of responsibility.
• Talent Management : Work with recruiters to maintain a recruiting pipeline of talent. Have an organizational understanding of other roles and resources needed for success.
• Travel : Willingness to travel up to 25% of the time, regionally and nationally.

Knowledge, Skills and Abilities :

• 10+ years experience in an operations or leadership position. Prior management experience and working with defined contribution plans required.
• Bachelor’s degree in Economics, Mathematics, Business, Finance or Accounting preferred.
• Series 6, 63 and 65 required.
• Exceptional retirement plan consulting and client relations / management skills.
• Advanced knowledge of Microsoft Office products, including PowerPoint, Word, and Excel.
• Effective leadership skills. Includes the ability to direct and monitor the activities of others.
• Ability to creatively and proactively problem-solve.
• Ability to stay organized and focused in a busy environment.
• Personable, credible, professional, and dependable.
• Excellent communication, accounting, managerial, and interpersonal skills.

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USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.

USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .