Summary
A key member of the Field Performance team who partners, advises and influences Managing Partners and their executive leadership teams to drive aligned growth in their organizations. Considered the primary business advisor, relationship manager and performance driver, with holistic accountability for 3-4 network offices. Drive performance by applying problem solving and experience based judgment to the complex challenges faced by these businesses. As a principal, you will help build strategy and assist with execution to deliver results in the area of financial management, talent development, new advisor growth and development, career advisor engagement and culture refinement in your portfolio of offices.
Primary Duties and Responsibilities1. Influence & execute on MP business plans and vision to align with company strategy• Collaborate with MPs to evaluate and improve performance. Partner to identify opportunities for NO growth strategies.
• Stage and sequence initiatives to deliver, working with offices to operationalize and execute strategy locally.
• Offer new and potentially challenging ideas to foster growth
2. Grow Talent and Strengthen Relationships • Develop relationships with Senior Leaders and c-suite leaders to influence recommendations and develop high-potential talent.
• Support the identification of front-line field leaders
3. Alignment• Partner with the Home Office to shape and uphold all policies, practices and ethical standards of the company.
• Act as liaison to represent field and multiply learnings, align with company,
• Bring best insights and input to interdependent projects across the company to accelerate performance improvements.
Qualifications- Minimum 8-10 years of progressively responsible work experience emphasizing decision making, finance, consultation, influence, and communication.
- Ability to work collaboratively in a team environment.
- Exceptional analytical and problem-solving skills.
- An understanding of economic forces affecting the financial services industry.
- Ability to critically and logically evaluates costs, risks and benefits of alternatives before coming to a solution.
- Ability to engage in and model courageous and constructive dialogue; confidence to offer a new and potentially challenging idea to foster conversation and critical thinking; ability to deliver difficult and complex messages and help others understand multiple points of view.
- Ability to anticipate and respond quickly and creatively to change and shifting, sometimes competing, priorities.
- Comfort operating through risk and uncertainty in a high- volume work environment.
- Knowledge of field financials and contracts helpful
- Willingness to travel up to 50% of the time
Compensation Range:Pay Range - Start:
$160,000.00
Pay Range - End:
$240,000.00
Geographic Specific Pay Structure:Structure 110:
$176,000.00 USD - $264,000.00 USD
Structure 115:
$184,000.00 USD - $276,000.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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