VP of Distribution Partners at Advisor Group in Leesburg, Virginia

Job Description:

Sales and Operations Opportunity in Financial Services

VP of Distribution Partners

Location: ALL LOCATIONS AND REMOTE

Summary:

We have an opportunity for a VP of Distribution Partners within Highland Capital Brokerage, a member of Advisor Group. This position's primary responsibility is the procurement of new RIA & IBD Business to Business (B to B) relationships. Additionally, they will help to support the onboarding process by coordinating with other key stakeholders, including Distribution, Operations, Commissions, Broker Licensing, New Business, Legal/Compliance, Marketing, and IT teams.

Responsibilities:

• Provides day to day proactive and reactive relationship management


• Advocates for IBD/RIA distribution within HCB


• Serves as coordinator of internal and external resources to address specific needs and opportunities of the top IBD/RIA accounts


• Report on IBD/ RIA marketplace


• New IBD/RIA account development including, researching and identifying target firms, calling on those targets, and establishing new selling agreements


• Drive IBD/RIA revenue and monitor, track and report on production goals for each account


• Develop and participate in existing and potential new account value proposition presentations


• Work closely with the life and annuity sales teams to execute tactical functions that are derived from the strategic initiatives of the company


• Work with and be a primary relationship manager and point person for all HCB corporate departments, including Operations, Commissions, IT, Marketing, and Compliance


• Develop and lead training initiatives for the life and annuity sales teams and IBD/RIA customers, including demos of platform technologies


• All other duties as assigned

Education and License Requirements:

• Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered


• Licenses - Insurance licensed and securities registered

Basic Requirements:

• 3 to 5 years of previous experience in the life and annuity space, plus inside IBD/RIA experience is required


• Ability to interpret FINRA and SEC guidelines and effectively respond to producers, carriers, customers and peers


• Knowledge of and ability to execute project management skills, analytical skills, quality assurance and technical writing (such as the ability to develop marketing materials or process guides for external use) skills


• Presentations skills, boardroom presence, ability to adapt and become quickly proficient at new technologies including CRM and Business Intelligence systems


• Proficiency with current standard platforms such as Microsoft Office Suite and web-based team platforms