Senior VP, Wealth Management & Growth Strategy

OneDigital; Greensboro (NC); On-site; USD 180,000 - 260,000; Full time

Job summary

OneDigital is seeking a Senior Vice President of Wealth Management to lead complex client engagements, design comprehensive financial plans, and deliver exceptional client experiences in Greensboro, NC. The role partners with national and local teams to grow OneDigital’s wealth platform and service offerings.

The ideal candidate has 15+ years in wealth management, strong leadership, and a demonstrated ability to grow revenue while ensuring compliance and high-quality client service.

Qualifications

• Bachelor’s degree in Business, Economics, Finance, or related field.
• 15+ years of experience in financial advisory or wealth management.
• Licensed to act as IAR per OneDigital policy.
• Strong communication and leadership skills.
• Proven track record of exceeding sales goals.

Responsibilities

• Lead sophisticated client engagements and holistic advisory services.
• Drive revenue growth through new client acquisition and pipeline management.
• Oversee investment strategies, risk management, and portfolio adjustments.
• Mentor junior and mid-level advisors and uphold firm standards.

Skills

Financial planning

Investment strategies

Sales & business development

Client relationship management

CRM (Salesforce)

MoneyGuidePro

Excel

Regulatory knowledge

Communication skills

Education

Bachelor's degree in Finance/Business

Tools

Salesforce

MoneyGuidePro

Excel

PowerPoint

Job description

OneDigital is seeking a Senior Vice President of Wealth Management to lead complex client engagements, design comprehensive financial plans, and deliver exceptional client experiences in Greensboro, NC. The role partners with national and local teams to grow OneDigital’s wealth platform and service offerings.

The ideal candidate has 15+ years in wealth management, strong leadership, and a demonstrated ability to grow revenue while ensuring compliance and high-quality client service.