Senior Vice President, Financial Services

Senior Vice President, Financial Services

About the Company

Dynamic insurance & financial services firm

Industry

Business Consulting and Services

Type

Privately Held

Founded

2000

Employees

1001-5000

Specialties

• employee benefits
• health and ancillary benefits
• acquisitions
• dental / vision
• consulting
• global benefits
• wellbeing
• pharmacy consulting
• retirement planning
• wealth management
• human resources consulting
• property and casualty
• health insurance
• risk management
• financial services
• and peo

About the Role

The Company is seeking a Regional Senior Vice President for Financial Services to lead and oversee the strategic growth and performance of the business within a specific region. The successful candidate will be responsible for developing and executing a comprehensive business plan, driving new business, and ensuring exceptional client service delivery. This role requires a proven track record in leading and growing large sales teams in the financial services sector, with a strong focus on exceeding sales goals. The Regional SVP will also be accountable for the financial performance of the region, including P&L management, and must have a deep understanding of fiduciary best practices, industry trends, and the ability to foster a culture of innovation and continuous improvement.

Applicants for the Regional Senior Vice President position at the company should have a Bachelor's degree in a relevant field, with a Master's degree preferred, and at least 15 years' of experience in the financial services industry, including a minimum of 10 years in a senior leadership role. The role demands exceptional leadership, communication, and interpersonal skills, as well as the ability to build and maintain strong relationships at all levels. The candidate must be a subject matter expert in the financial services industry, with a focus on retirement, wealth management, and executive benefits. A valid securities license is required, and the role involves proactive collaboration with various practice leaders to ensure the region's financial growth and success. The ideal candidate will be a strategic thinker, with a proven ability to drive profitability and shareholder value, and be adept at managing a diverse team to achieve both client and business objectives.

Hiring Manager Title

President, OneDigital Financial Services

Travel Percent

50%

Functions