Corporate Vice President, Succession Planning

Job description

Location Designation: Hybrid - 3 days per week Role Overview: The Corporate Vice President, Succession Planning is a key leader within Advanced Advisor Support, responsible for overseeing and optimizing the firm’s existing succession planning efforts while building the next generation of capabilities through Succession 360. This role ensures the effective delivery of current “business as usual” succession support while designing and implementing a more scalable, technology-enabled approach to advisor transitions. Succession 360 will introduce a modern framework that includes an online marketplace, advisor matching capabilities, and data-driven tools to support valuation and transition strategies based on future business potential. This role is critical in bridging strategy and execution, ensuring both operational excellence today and innovation for the future. What You’ll Do: - Oversee and streamline existing succession planning processes to ensure consistent, high-quality support across the advisor population - Lead the design, development, and rollout of Succession 360, including digital marketplace capabilities, matching tools, and valuation frameworks - Partner with technology,...