Principal and Senior Vice President, Financial Services

Job description

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Summary: The Principal and Senior Vice President, Financial Services oversees all aspects of the Wealth Management and Retirement Plan business for a specific branch office, driving strategic growth and cultivating a high-performing, multi-disciplinary advisory team. This role is responsible for developing and executing a comprehensive business plan, managing a significant budget and P&L, ensuring exceptional client service delivery, and driving new business across both individual wealth management and employer-sponsored retirement plans. This role focuses on collaborating with and providing leadership to internal teams to secure client meetings and showcase OneDigital’s integrated financial services platform, including wealth management, retirement plan...